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Enjoy each day. Plan each tomorrow.

Life brings joys and challenges. We cannot know what the future holds. But we can plan for the uncertainty of tomorrow by making plans today. Going it alone can be a daunting task. Working with a trained and experienced financial guide can help you to clarify your goals and create a plan for your tomorrows.

Integrated Capital Planning, Inc. has been helping clients plan their tomorrows since 1983. Our systematic planning process will help you to clarify your goals and assess your resources. Let us help you get from where you are to where you want to be. We focus our energies on helping families reach their goals and plan for a more secure future. We also have specialized services to help you manage your retirement plans at work. Use the links below to learn more about how we can help you and your family to plan for a more secure future.

Age 35 - 50: In the middle of the race 

You have established your career path(s) and your finances have become more secure. You might be considering the purchase of a larger home while trying to save funds for college expenses for the children. Your retirement plans at work may be your largest investment and you feel that you need some help with a comprehensive investment strategy.

Age 50 - 65: In the home stretch

You have completed the bulk of the efforts to provide a college education for your children. You are beginning to focus on retirement. You have investments which you plan to turn into an income stream in retirement. You are concerned about the impact of rising federal taxes on your income. You are also concerned that the cost of healthcare could rise dramatically in the future.

GET HELP WITH YOUR RETIREMENT PLAN AT WORK

Do you have a custom investment strategy based on your personal needs and tolerance for investment risk for your 401k/403b/457 or other employer sponsored retirement plan?  Are you aware of all of the options available on your plan? Would you value having an experienced and local financial advisor help you manage these funds? Download the Retirement Plan Directory for an extensive list of area employers whose plans may allow us to help you.

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