Integrated Planning Stratergies

At Integrated Planning Strategies, we are dedicated to providing our clients with exceptional investment management services. Unlike other financial advisors who solely focus on selling products, we take a more personalized approach by actively managing our clients' investments and providing them with customized financial planning and advice. As a fiduciary investment advisor, we are held to a higher standard of care, ensuring that our clients' interests always come first.

Our Values and Philosophy

We believe that every person deserves a guiding light to help navigate the complexities of their financial life. At Integrated Planning Strategies, we are committed to providing this guidance through a combination of exceptional service, solid investment strategies, and a deep understanding of our clients' unique needs and goals. Our advisors are dedicated to understanding each client's individual circumstances and developing customized solutions to meet their specific needs.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Whether you're looking to maximize your retirement income, grow your wealth, or navigate life's financial transitions, we have a strategy tailored to your needs.

Investment Management

Our investment approach is centered around tactical asset allocation and value investing principles. We believe in identifying high-quality stocks at undervalued prices, allowing us to create a portfolio that aligns with our clients' risk tolerance and investment objectives. We also avoid using mutual funds, as they can introduce unnecessary expenses and conflicts of interest.

Growth Investing

Our growth investing strategy is designed for individuals looking to maximize their savings and secure their financial future. We use a combination of five investment portfolios, each with a specific risk and return profile, to ensure that our clients' investments align with their comfort level and investment objectives.

Retirement Income

As individuals approach retirement, it's crucial to have a plan in place to ensure a comfortable and sustainable income stream. Our retirement income strategy focuses on developing a customized plan that takes into account our clients' unique circumstances, financial goals, and investment objectives.

Life Changes and Wealth Management

Life is full of transitions and unexpected events, and our clients often need guidance on managing their financial resources during these times. Our advisors are committed to providing expertise and support throughout every stage of life, from retirement planning to estate planning and beyond.

Our Team

At Integrated Planning Strategies, we are committed to delivering exceptional service and expertise to our clients. Our team of experienced advisors, led by Chris Matteson, has a deep understanding of the financial services industry and is dedicated to providing personalized guidance and support.

The Next Step

If you're looking for a financial partner that puts your interests first, look no further. Contact us today to schedule a consultation with one of our experienced advisors, and let us help you achieve your financial goals.