Wealth Management

Managing Your Wealth

Great success in business and in life can lead to complex financial situations. At Integrated Financial Management, we specialize in providing wealth management services to individuals and families facing complicated financial issues.

Are you concerned about minimizing transfer taxes when you pass on the assets you worked so hard to accumulate? Are you facing a complex estate challenge? Do you want to establish a far-reaching philanthropic legacy? Our wealth management services include:

Estate Planning
Multigenerational Planning
Estate Planning
Asset Transfer
Transfer Tax Minimization
Tax Strategies
401(k), Pension Planning
Long-Term Care Insurance
Charitable Planning

Contact Us

Integrated Financial Management, LLC
375 Sam Houston Jones Parkway
Lake Charles LA, 70611
Phone: (337) 312-0920
Fax: 337-310-1414
Email: info@ifmco.com

Investment Updates

Pre-Retirees To Convert To IRAs More Often

The tax burden of Americans was already among the lowest in the world, even before

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Planning Briefs

Retirement Planning Basics, And Tips For 2023

Investments in Individual Retirement Accounts (IRAs) and other retirement accounts qualified under Federal law for

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Account

Account Access

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.