Planning for Individuals
The Integrated’s Wealth+ process looks at finances as the starting point for all goal setting—the sooner we can align your means with a pathway towards your goals, the faster you’ll reach them.
Life Is Complicated
We work with clients to provide sophisticated strategies that address the complexity in their life.
Hard Work Should Be Rewarded
That’s why our boutique firm helps clients build custom strategies that optimize results.
There’s a Lot to Consider
That’s why we ask a lot of questions, and then solve for your goals.
Collaboration between Professionals
We work with legal, tax, and financial experts to integrate your bespoke strategy.
How We Help
Planning for Business Owners
Growing a business is a difficult undertaking today as business owners must confront myriad tax laws and regulations while trying to effectively create products and services, manage their employees, develop and cultivate clients and customers, and do so profitably.
Planning for Families
Our Wealth+ process will explore these areas and many others to understand what is most important for your family and build a customized strategy that helps you achieve your goals.
Articles
One of the advantages of running your own business from your home is that you get to be yourself all of the time. But, it is important that you don’t lose sight of the fact that you are also a business. That fact is not lost on the IRS who takes a special interest in home-based businesses and their profits and losses.
Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral, your deceased partner’s spouse shows up at your office with her two grown children. They ask for the key to your partner’s office – not to clean it out, but to move in.
As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.
