Broker Check

Larry Jackson with Integrated Planning Solutions, Inc.

614.825.6008

RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Empowering Our Clients Through Financial Education

Welcome to Integrated Planning Solutions, Inc.

Integrated Planning Solutions, Inc. IPS is an independent financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, and conserve our clients’ wealth by striving to deliver an unprecedented level of personalized service.

Our Commitment

The partners and associates of Integrated Planning Solutions, Inc. take pride in the value and quality of the services we offer. Our clients can benefit from our attention to detail and our integrated financial planning, investment and insurance strategies.

Our Mission

We work with our clients to evaluate and implement investment tax and wealth management strategies. We offer independent and unbiased advice, with our clients’ goals as our only benchmark.

Our Philosophy

Integrated Planning Solutions, Inc. was founded with the goal of establishing life-long financial relationships with our clients. We believe that long-term counseling relationships foster deeper understanding of client needs, objectives, time frames and tolerance for investment risk.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (614) 825-6008. We look forward to hearing from you.

Helpful Content

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Social Security: Maximizing Benefits

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Assess how many days you'll work to pay your federal tax liability.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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There are a number of ways to withdraw money from a qualified retirement plan.

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The importance of life insurance, how it works, and how much coverage you need.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

Global and International Funds

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