Create a roadmap for your time-specific financial goals and collaborate with a financial advisor on increments. Be financially prepared for major life events, such as college tuition, weddings and medical emergencies. Learn the financial basics and why they're important for creating a better life for you and your family.
Simply put, a financial advisor will help you meet your financial goals. Our advisors can help you with everything from budgeting to saving for retirement. We help you create a strategy that minimizes financial risk, while building wealth to meet incremental life goals. We like to think of ourselves as more than your financial advisor.
Simply put, a financial advisor will help you meet your financial goals. Our advisors can help you with everything from budgeting to saving for retirement. We help you create a strategy that minimizes financial risk, while building wealth to meet incremental life goals. We like to think of ourselves as more than your financial advisor.
Services
Building on more than two decades of financial experience, Integrated Financial Solutions of Kansas City focuses on helping individuals, families and small businesses with their financial needs. By addressing your financial issues and effectively structuring your resources, we help you develop an incremental plan for now and your future.
Think about what you are trying to accomplish with life, and let us help develop a roadmap that works for you! As a Gen Xer, you have a real challenge to save adequately for retirement, but you also have some time on your side. Many investors around the world are choosing to be economic activists through socially responsible investing.
We all have an image in our mind of what our lives will look like. Our plans unfold like a movie as we picture our life's most cherished milestones: educational careers, entrance into adulthood and the labor force, starting a family, etc. We envision finding our place in the world and enjoying the various types of security that brings.
Financial security reaches beyond saving the money you earn from your salary. In fact, what you earn from your job is the most vulnerable form of income. While that may contradict what is traditionally believed, it is a part of the reason that 43 million Americans identify as "struggling financially".
Tax planning is a mixture of analyzing your financial situation and arranging your finances to help you prepare for and minimize your tax liability. This is achieved through tax deductions and credits. The first step in a tax planning strategy is to understand your tax bracket and estimate your percentage of taxable income.
Reviews
Be the first to review Integrated Financial Solutions.
Write a Review
