How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Larry G. Jackson
LUTCF - Financial Advisor
614-825-6009
larry@integratedplanningsolutions.net
Larry G. Jackson is a co-founder of Integrated Planning Solutions, Inc. He is a Financial Planner and Investment Advisor Representative for advisor managed accounts. Larry works with professionals and business owners to help develop and implement lifetime retirement income plans.
Since 1971, Larry has assisted physicians, business owners, and professionals with planning for financial independence. He has numerous years of experience in the business including holding a position as national account representative for Blue Cross Blue Shield where he assisted management in designing and implementing cost effective benefit plans for national and regional companies.
Larry bases his work ethic on the ability to assist you in designing a retirement income plan that can give you confidence, leaving you fee to focus on your busy home and business lives. He is able to do this by leveraging the association with many of the leading companies in retirement income planning strategies with his experience and technology.
Larry is a Columbus, OH native and lives in Columbus with his wife Mary who is a retired math and science tutor in Columbus Public Schools. Larry has two stepdaughters who are in graduate level medical professions. Larry walks several miles a day, loves small, off the beaten path restaurants, and enjoys keeping up on the latest technologies.
Amanda Baldwin
Client Services Manager
614-825-6009
amanda@IntegratedPlanningSolutions.net
Amanda is originally from North Dakota and moved to the Ohio area after living in Florida where she met her husband, Joshua Baldwin. They have recently moved to North Carolina with their 2 children.
Amanda has a bachelor's degree in Science and a Master's degree in Education. She lived in South Korea for a year where she taught English and studied for her Master's degree. Her desire to learn is how she succeeds in almost any task she does.
Amanda is not registered with ROYAL ALLIANCE ASSOCIATES, INC.