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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
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.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.