3211 Shannon Road
The WealthCare Protector™
If you're in medicine, you're not like everyone else. Every stage in your career, from the time you enter medical school, requires specialized money management.
Know Your Retirement Plan Limits
The IRS announced cost-of-living increases that will affect the dollar limits for certain retirement related plans for 2020
Integrated WealthCare is proud to work with and support EMRA members.
It May Be Time for a Financial Checkup
Women and Wealth
Planning for the future.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
The Physicians Financial Navigator is our proprietary roadmap of the five financial phases that physicians go through, during the course of their medical career. We use the Navigator to identify financial concepts that are appropriate for your stage in your career. Providing a sense of perspective, the Physicians Financial Navigator allows you to focus on the priorities that you have today, identify any missed opportunities of the past and develop a timeline for future financial strategies.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.