TRUSTED CERTIFIED KNOWLEDGEABLE
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E. Howard Rudd Call (916) 773-9330 Specializing in: |
Investment Services
Your future wealth grows with you. We develop a portfolio with a personalized approach.
Let us help you understand your:
- Personal risk profile
- Individual investment plan
Tax Planning and Preparation
At Integral Financial Management we are investment managers with tax planning and preparation services.
NEW CLIENT DISCOUNTS
Schedule your tax appointment early and receive a discount.
- 10% before March 1
Newsletters
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?