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.
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.
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.
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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
One way to find money is to examine your current spending habits and eliminate money wasters.
Why have the markets been so volatile recently?
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
Here is a quick history of the Federal Reserve and an overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.