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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
2010 Five Star Wealth Manager Award
2010 Five Star Wealth Manager Award

 

Call (916) 773-9330 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

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

More Newsletters →