The key to #healthcare in retirement might be a patchwork of different choices. https://lnkd.in/gQvprp84
关于我们
Our team focuses on working with physicians, business owners, pre-retirees & retirees. We believe financial planning is an on-going process which requires routine maintenance. Life changes such as getting married, having children, changing jobs, retiring, or selling your business all have ripple effects on your over all financial plan - routine planning helps ensure these transitions are smooth. Advisory services are offered through Integrated Planning & Investments, an Investment Advisor in the State of California. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Jonathan Holt CA Insurance License # 0I64150 & Chris Fide CA Insurance License # 0J04977
- 网站
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www.Integrated-Plan.com
Integrated Planning & Investments的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Clovis，California
- 类型
- 私人持股
- 创立
- 2023
- 领域
- Financial Planning、Wealth Management、Investment Strategies、Tax Planning、Estate Optimization和Retirement
地点
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主要
获取路线
1606 Clovis Ave
US，California，Clovis，93612
Integrated Planning & Investments员工
动态
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Considering alternative investments? It’s critical to sort through the complexity. https://lnkd.in/gfDEpJ8W
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IPI has been nominated for 2025 Best of Central California, and we would love your support. 1) click services 2) click financial planner 3) Vote - Integrated Planning & Investments 4) Submit ballot Garrett Halterman Christopher T. Fide
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If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again. https://lnkd.in/gwVQ6TMC
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Jonathan B. Holt CFP?, Christopher T. Fide, & Garrett Halterman of IPI are excited to be presenting to the FCBA on the topic of "Navigating The Secure 2.0 Landscape."
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Over age 50? You may be able to catch-up on retirement. https://lnkd.in/gvDXmJHv
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News that a Chinese artificial intelligence (AI) firm appears to have developed a competitive AI model that performs as well as its Western counterparts at a fraction of the cost put pressure on AI stocks. But is this truly a “black swan” event or just another development in the fast-moving world of AI?
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How long will your retirement money last with regular withdrawals? Have you run the numbers? #SavingForRetirement https://lnkd.in/gabhdAJq