At Integrated Planning, we help make success obtainable for you by developing a financial blueprint with clear objectives and strategies that meets the changing needs of your life.
We’re different than traditional financial representatives. With your help, we develop a custom financial blueprint just for you. Then we help you build your plan with specific solutions and products that maximize financial security and efficiency.
Discover how getting integrated can benefit you, your family and your business.
INVESTMENTS
- Check Writing
- Brokerage Accounts
- Government Securities
- Mutual Funds
- Tax-free Funds
- Roth IRA
- SEP IRA
- SIMPLE IRA
- Traditional IRA
- Variable Annuities
- 401(k)
INSURANCE
- Life Insurance
- Disability Income
- Long-Term Care
- Group Medical Benefits
- Voluntary Benefits
FINANCIAL PLANNING
- Financial Organization
- Money Management
- Estate Planning
- College Planning
- Retirement Plans
- Profit Sharing Plan
- 401 (k) Planning
- 403 (b) Planning
Securities offered through The O.N. Equity Sales Company. Member NASD/SIPC. One Financial Way, Cincinnati,Ohio 45242, 513-794 6794. Investment advisory services offered through Integrated Wealth Management, Inc.
