investments and tax preparation in sacramento roseville granite bay folsom


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
Call Today 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.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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

Check Your Credit Score

Knowing your credit score and understanding its significance are important because the number can directly affect the interest rates you pay for mortgages, car loans, and credit cards.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

More Newsletters →