Financial Planning and Consulting
Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. Our objective is to help our clients protect their assets and secure a successful transition for future generations by helping them implement protection, savings and growth strategies.
We offer fee-based consulting with comprehensive, forward-facing solutions. Consequently, 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 help coordinate the success of your business endeavors with the lifestyle goals and dreams of your personal plan.
Schedule an appointment | Retirement Savings Dilemma Video |