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Transforming Financial Vision
Into Reality

 

"The sooner you start investing, the more time your
money has to grow".

E. Howard Rudd
Principal / Registered
Investment Advisor
2010 Five Star Wealth Manager Award
2010 Five Star Wealth Manager Award

 

Call (916) 773-9330 For A Free Introductory Meeting!
Investment Services

Working with all investors, big & small.
  • Personal Risk Profile
  • Conservative & Aggressive
  • A Personlized approach
Tax Planning

At INTEGRAL Financial Management we are tax planners first and tax preparers second.

NEW CLIENT DISCOUNTS
Schedule your tax appointment early & receive a discount.

  • 10% before March 1
  • 5% before March 15

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Women and Retirement Investing

Focusing on education and the prudent management of retirement plan investments could help many women improve their financial prospects.

Fraud Never Sleeps

Fraud accounted for more than half of the 1.8M consumer complaints received by the Federal Trade Commission in 2011.

Investors as Corporate Citizens

Sustainability has become a fundamental business goal for many corporations throughout the world, driven in part by investors.

Updating Heirs on Your Accounts

The beginning of the year is a good time to review beneficiary designations to make sure they reflect current wishes.

More Newsletters →