Integrated Financial Strategies

Retirement Planning with YOUR Future in Mind

Click on the Seasonal Issue to read our quarterly newsletter, "Financial Planning Focus."

Summer 2009

Change Is in the Air
What Happens If You Become Disabled?
A Budget for Your College Student
Assisting Your Parents with Their Finances
What's a Reasonable Rate of Return?
Should You Contribute to a Roth 401(k)?

Fall 2009

You Can Do It!
How Will You Deal with Long-Term Care Costs?
Will You Be Able to Work Longer?
Develop a Tax-Planning Mentality
Segregating Your Goals
Claiming Social Security Benefits

This communication is strictly intended for individuals residing in the states of
CA,CO,DE,FL,MA,ME,MI,NH,PA,TX.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network^®.
Member FINRA, SIPC, a Registered Investment Adviser.
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