INVESTMENT MANAGEMENT IN EDMOND, OK
Actively managing your investment portfolio using tactical asset allocation and value investing principles
Whether you are still growing your portfolio or are ready to retire, Integrated Planning Strategies can help you financial planner in oklahoma city. We have strategies geared toward people wanting to maximize retirement income and strategies for people more concerned with growing their portfolio.
One key difference between us and other advisors is our propensity to find high quality stocks to put to work in your portfolio. Relative to holding mutual funds, we like to use stocks because it allows us an opportunity to buy high quality stocks when they are trading at temporarily depressed prices. The price you pay to buy a stock will greatly affect your return. So buying at the right price instead of buying the market can make a big difference in your return. We also eschew funds because they add an additional expense to the portfolio management process.
Are you trying to maximize the growth of your savings? If you are looking for an advisor that will work with you to assure that you have enough savings to retire, we can help you. Our portfolio management process seeks out high quality stocks that are expected to be market leaders and growing faster than normal. We also measure your investing comfort level and invest the portfolio to match your personality. So we are looking to maximize return within your ability to live with both positive and negative market movements. We use a combination of 5 investment portfolios to do this. Each portfolio has a specific risk and return profile. Your money may be invested in one or a couple of these portfolios so that your returns matches your expectations financial planner in oklahoma city. As a new client with us, your account is managed so that you only buy into the most favorably priced investments of each portfolio, but overtime your investments will be in full sync with the underlying portfolio.
Are you ready to retire? If you are looking to retire and need a solution to how to best tap into your savings and make it last your lifetime, we can help you. Give us a call and we will discuss your current situation, your objectives and your needs. We can assess your financial preparedness. We can answer your questions about Medicare and Social Security and also give you a portfolio strategy that gives you confidence in your ability to retire. We can develop an investment strategy anchored in dividend paying stocks that provide you with the income you need to live comfortably during retirement.
Life Changes and Wealth Management
Whatever your stage of life, you have questions and concerns about how best to handle your financial resources. Everyone needs a person to talk with to discuss current issues and upcoming challenges. Each stage of life carries special and often unique circumstances that we can help you through.
Our clients have been successfully guided into their next stage of their life and we can help you too. Clients have needed help with retirement income, estate planning, establishing an accounting system for a new business, funding college, or taping their social security income. We’ve helped them enormously. Give us a call and let’s discuss your situation.
The Next Step
By always giving advice as a fiduciary, maintaining our independence, buying undervalued individual stocks and offering you a lower fee structure, we believe we are in a great position to help you manage your investments and overcome life’s financial transitions.
Give Integrated Planning Strategies a call. You will be connected with a knowledgeable advisor who will answer your questions and get you started with us today.
We can’t wait to meet you and help you manage your wealth.
We Can’t Wait to Meet You and Help You Manage Your Wealth.