IEMP Advisor Tip: Tax season is here—are you helping your clients stay informed? A simple email outlining key deadlines and important reminders can help them stay on track and position you as a trusted resource. Proactive communication makes a difference!
关于我们
In 1984, Ted Smith co-founded IEM because he saw a need to help individuals, multi-generational families, and closely-held businesses reach their financial goals by providing comprehensive financial planning advice to help clients reach their goals through an advice-based relationship. Today, IEM is a trusted wealth management firm that builds and implements forward-looking financial strategies that have both breadth and depth. As a member of our clients’ professional team, we coordinate with legal and tax advisors so that our combined efforts are aligned and designed to achieve our clients’ goals. IEM’s thoughtfully assembled team includes professionals with expertise in investment analytics, financial planning, retirement planning, small business transition, and more. A unifying characteristic of each team member is a dedication to helping our clients. Our team-based approach ensures that the collection of skills and knowledge at IEM is applied to every client’s unique situation. The products and services we use are also client-focused, carefully selected to meet our strict due diligence criteria. It is critical that our array of solutions, in addition to meeting our high standards, contains sufficient diversity so our Private Wealth Managers can construct just the right implementation plan for each client. Securities and advisory services offered through Commonwealth Financial Network?, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network?. 7900 International Drive Suite 405, Bloomington, MN 55425. United States. This communication is strictly intended for individuals residing in the state of MN. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.htm
- 网站
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https://www.integratedequity.net/
Integrated Equity Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Bloomington，Minnesota
- 类型
- 私人持股
- 创立
- 1984
- 领域
- Financial planning、investment management、risk management、retirement planning、retirement income planning、estate planning和business exit planning
地点
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主要
获取路线
7900 International Dr
Suite 405
US，Minnesota，Bloomington，55425
Integrated Equity Management员工
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Danica Goshert, CFP?, AIF?, MBA
Financial planner | educator | advisor for making smart decisions
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Renee Fares
Financial services professional with over 24 years of experience.
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John Challas
Founder and President at Challas Consulting, LLC
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Megan Kiel
Vice President of Operations at Integrated Equity Management
动态
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Tax season is here—make sure you have the resources you need! Our Tax Center provides helpful tools and insights to keep you informed. Visit now: https://lnkd.in/gA2Nxqy8 Have tax-related financial questions? Connect with our team at [email protected].
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Dreaming of going independent but dreading the headache of managing your back office? At IEM Partners, we provide the support you need to focus on your clients while we handle the rest. Let’s make independence work for you. ?? #theiemway #iempartners #helpingyousucceed
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Here’s a tip for financial firms: Share a Valentine’s message with your audience! It’s a simple yet effective way to build client connections and show your appreciation. ?? #theiemway #iempartners #helpingyousucceed
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At Integrated Equity Management, we believe financial planning should evolve with your life. From retirement to wealth-building or navigating big life changes, our tailored guidance helps you achieve your unique goals. Ready to start planning your future? Email us at [email protected].
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Looking to take your financial advisory business to the next level? IEMP provides the flexibility, resources, and support you need to succeed. From business ownership to a strong team infrastructure, we empower you to focus on client relationships while we handle the rest. Learn more at iempartners.net. ?? #FinancialAdvisors #TheIEMWay #IEMClientsFirst
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