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:
Exchange Traded Funds (ETFs)
Alternative Investments and Options
Separately Managed Accounts
Integrated Financial Management, LLC
375 Sam Houston Jones Parkway
Lake Charles LA, 70611
Phone: (337) 312-0920
Securities offered through Securities America Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors Inc. Timothy J. Aguillard, Representative Integrated Financial Management, LLC and the Securities America companies are unaffiliated.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.