Integrated Planning Strategies, LLC (IPS) is an independent fee-only registered investment advisory firm guiding people though the personal financial choices they encounter. We help you make personal choices on how to invest your money and increase your wealth so that you can reach your goals. Clients expect and recieve personal attention from IPS.
Integrated Planning Strategies, LLC works with individuals and businesses. We provide personalized asset management for individuals and 401(k) services for businesses. We also can provide wealth building consultations, retirement planning.
By providing objective guidance to those who appreciate it, IPS can help individuals to better understand and utilize their money. IPS firmly believes that by maintaining its independence from broker/dealers and wholesalers, it is in a better position to maintain objectivity and to stand shoulder-to-shoulder with clients.