The founder and principal of Integrated Financial Management, Timothy J. Aguillard, has an extensive background in the tax arena and began his career as a Certified Public Accountant. Tim offers expertise and experience in:
Transfer Tax Minimization
Tax obligations can put a serious dent in your retirement income, income from the sale of a business, and the assets your heirs are set to receive in the future. Integrated Financial Management offers the experience and expertise you need to keep those obligations to a minimum.
Transfer taxes, whether a gift tax or an estate tax, can significantly impact the ability of high-net-worth individuals to pass wealth to a future generation. Our office works with your team of professional advisors to transfer your wealth efficiently, using charitable trusts, grantor trusts, private annuities, and family partnerships or limited liability companies. We recognize the value of a consultative, team approach, and we work closely with your legal and insurance counsel to plan transfer strategies prudently.
Securities America and its representatives do not provide tax advice. Please consult the appropriate professional regarding your specific situation.
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.