As with most other things in life, the key to achieving your long-term financial objectives is planning.
Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that its never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. The associates at Financial Integrated Solutions are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
We serve individuals and businesses in all areas of financial management, including:
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Recommending investment and accumulation strategies to help you pay for your children's education.
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Helping your business attract and retain qualified employees through benefit packages Helping you decide what will happen to your business when you are ready to retire or sell the business, die prematurely or become disabled.
6200 Bridge Point Parkway
Bldg IV, Suite 300
Austin, TX 78730
Phone: (512) 329-4213
Fax: (512) 329-4258