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Products & Services

At Integrated Financial Management, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Mutual Funds
  • 529 College Savings Plan 
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Analysis
  • Estate Planning
  • Insurance Analysis
  • Education Planning
  • Asset Allocation

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance