Your Goals Drive
Your Financial Plan

Balancing Risk And Return

Longer lifespans have made planning your financial future more important than ever: The risk of outliving your assets is too great to leave retirement planning to chance. The question for most of us today is, “How can I structure my asset management to provide predictable retirement income for my needs going forward, knowing that I need to embrace the volatile equity markets for increased income?”

Integrated Financial Management is dedicated to helping you answer that question with a comprehensive approach to financial planning that results in a customized investment policy. We utilize the investment products best suited to your individual needs through Securities America, a financial services firm that provides state-of-the-art planning tools and access to the whole range of products available to investors today.

Our investment strategies combine prudent asset management with risk management. The goal is to preserve and grow your hard-earned assets through proper asset allocation, diversification, and rebalancing techniques. Guided by your needs and goals, we employ a combination of:

  • Individual Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Alternative Investments and Options
  • Separately Managed Accounts