Business Details
7 Years
experience
Trusted Fiduciary Investment Management in Oklahoma City
Integrated Planning Strategies operates as a fiduciary investment advisory firm dedicated to active portfolio management and personalized financial guidance. Our approach combines tactical asset allocation with value investing principles to help clients build and preserve wealth. We prioritize client interests through a Series 65 licensing framework, ensuring adherence to the highest fiduciary standards. With a focus on eliminating conflicts of interest, we maintain independent ownership of our advisory services to deliver customized solutions. Our tiered fee structure reduces management costs as client assets grow, reflecting our commitment to affordability.By avoiding mutual fund reliance and emphasizing direct stock selection, we aim to optimize returns while minimizing expenses. The firm specializes in retirement income planning, growth investing, and life-stage wealth management, addressing both immediate financial needs and long-term objectives. Client education remains central to our philosophy, empowering informed decision-making through transparent communication. Our Oklahoma City-based team serves affluent individuals seeking expert navigation of complex financial transitions.
Services
Investment Management
Growth Investing
Retirement Income Planning
Wealth Management
Portfolio Management
Details
- Year established: 2019
Highlights and features
- We operate under a strict fiduciary standard with no broker-dealer conflicts
- Active stock selection avoids mutual fund expense layers for clients
- Tiered fee structure reduces costs as client assets grow
- Independent RIA ownership enables customized financial solutions
- Specialized expertise in retirement income and growth investing strategies
Associations and certifications
- Series 65
Services
Investment Management
Our active investment management service focuses on tactical asset allocation and individual stock selection. We implement value investing principles to identify undervalued securities while maintaining risk-appropriate diversification. Clients benefit from direct market exposure that avoids mutual fund expense layers, with portfolio strategies tailored to specific financial goals and risk tolerance levels.
Retirement Income Planning
This specialized service addresses retirement transition challenges through comprehensive income planning. We analyze Social Security optimization, Medicare considerations, and sustainable withdrawal strategies while constructing portfolios designed for income generation. The planning process includes retirement readiness assessments and customized solutions for making savings last throughout retirement years.
Growth Investing
Our growth investing strategy targets high-quality stocks with above-average earnings growth potential. Portfolios are constructed based on fundamental analysis of market leaders while considering individual client risk profiles. The approach emphasizes long-term capital appreciation through strategic security selection rather than market timing, with regular portfolio rebalancing to maintain target allocations.
Wealth Management
This comprehensive service addresses life-stage financial challenges through integrated planning solutions. We provide guidance on estate planning considerations, tax-efficient investment strategies, and major financial decisions across different life phases. The service emphasizes proactive adaptation to changing circumstances while maintaining alignment with long-term wealth objectives and personal financial values.
Portfolio Management
Our portfolio management service combines active stock selection with strategic asset allocation. We focus on purchasing quality stocks at favorable valuations while maintaining diversified exposure across sectors. The process includes ongoing monitoring of market conditions and portfolio adjustments to capitalize on valuation opportunities, with fee structures that decrease as asset levels increase through our tiered pricing model.
Questions
What makes Integrated Planning Strategies different from other advisors?
We operate exclusively as fiduciaries with Series 65 licensing, avoiding broker-dealer conflicts. Our active stock selection approach eliminates mutual fund expenses while our tiered fee structure reduces costs as client assets grow.
What investment strategies do you use?
We employ value investing principles and tactical asset allocation, focusing on undervalued stocks with strong fundamentals. Our approach emphasizes active management rather than passive market tracking through mutual funds or ETFs.
How are your fees structured?
Our management fees decrease as asset levels increase through a tiered structure. This approach aligns our interests with clients by rewarding long-term growth with proportionally lower management costs.
Do you offer retirement planning services?
Yes, we specialize in retirement income planning including Social Security optimization, sustainable withdrawal strategies, and portfolio construction designed to support lifelong income needs.
How often do you meet with clients?
We maintain regular communication through quarterly portfolio reviews and annual comprehensive planning sessions, with additional meetings available as needed for significant life changes or market events.
