Income for Life

If you are approaching retirement or already retired, you need to have a plan in place to generate inflation-adjusted income over your life expectancy. Our Income for Life Model® is an analysis and planning program that offers you a sophisticated asset allocation strategy focused on your long-term needs and goals. Click on Income for Life to start down your road to financial peace of mind.
On the Cutting Edge of
Financial Strategies

Independent Advisor, Objective Advice

Integrated Financial Management is an independent financial advisor firm dedicated to providing you with comprehensive financial planningand wealth managementservices.

If your goals include:
... you need an objective partner who earns your trust by placing your best interests first always.

That’s where we come in. At Integrated Financial Management, we combine the following credentials to offer you the highest levels of professional and personalized financial advice: Personal Financial Specialist (PFS); Certified Financial PlannerTM (CFP®); and Certified Public Accountant, CPA.

We advise middle-income and affluent individuals and families seeking prudent financial and wealth management planning, we assist affluent individuals with wealth transfer techniques, and we help businesses with retirement planning issues. As independent advisorswe are not limited to products and services offered by any one company, and commissions and sales quotas do not influence our advice.

If you’re ready for a financial partnerwho offers thorough, diligent, and objective advice based on your individual needs and goals, contact us today at (337) 312-0920 or

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