Broker Check

Larry Jackson with Integrated Planning Solutions, Inc.

614.825.6008

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Investment Challenges of the Affluent Investor

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The Financial Literacy Crisis

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Estimate your monthly and annual income from various IRA types.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Managing Your Lifestyle

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Keys to Investing for Retirement

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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