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Welcome!

INTEGRATED RETIREMENT STRATEGIES is an independent, fee-only financial advisory firm. Unlike many other financial advisors, we do not receive commissions or compensation from third parties for selling their investment products.


This means our advice to you is completely based on what's best for you. Period. We think it's the only arrangement that's fair to clients.

We are committed to building lifelong relationships with clients based on honesty, prompt service and results. We pay close attention to risk and time horizon to tailor investment plans that will meet any client need.


If you need expert financial advice and assistance, we'd be happy to help.

We specialize in the following areas:

Planning

  • College Expenses
  • Estate and Wills
  • Retirement
  • Small Business
  • Taxes
  • 401(k) and IRA Plans

Investment

  • Equities (Stocks)
  • Bonds
  • International
  • Mutual Funds
  • REITs

Insurance

  • Disability
  • Health
  • Life
  • Long-term Care

We at INTEGRATED RETIREMENT STRATEGIES would be delighted to help you achieve your personal financial goals.


Please call us for a no-obligation introductory consultation!