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

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

More Newsletters →