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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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
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?