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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
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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.

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Newsletters

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

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