Financial Planning and Consulting

 

Integrated Strategies, LLC is a Dallas-based boutique financial planning firm serving successful professionals with self-employment income. Our objective is to help Businesses and Executives protect their assets and secure a successful transition for future generations by implementing protection, savings and growth strategies.

 

We offer fee-based business consulting with comprehensive, forward-facing solutions to small and medium sized private companies.  Working with existing management, we offer solutions centered around valuation considerations, exit and continuation options, employee recruiting and retention, transfer or consolidation strategies and succession planning around tax-sensitive generational transfer strategies.  Our goal is to coordinate the success of your business endeavors with the lifestyle goals and dreams of your personal plan. 

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