Integrated Planning & Wealth Management, LLC is a financial advisory firm based in Carmel, IN, specializing in providing comprehensive financial planning services to optometry practice owners. With a team of CERTIFIED FINANCIAL PLANNER professionals, they offer personalized advice and recommendations tailored to the unique needs and goals of their clients. Their services include financial organization, retirement planning, cash flow management, tax reduction strategies, and prudent investment guidance. Integrated Planning & Wealth Management prides itself on its commitment to client satisfaction and providing pressure-free consultations.
As a trusted partner, Integrated Planning & Wealth Management acts as both a professional and personal CFO for their clients, helping them plan for practice growth, transition out of day-to-day operations, or prepare their businesses for sale. They prioritize the best interests of their clients, offering unbiased recommendations that benefit the client rather than selling products. Through their case studies and learning center, they provide valuable insights and resources to address the challenges and opportunities that practice owners face. Integrated Planning & Wealth Management is dedicated to helping optometry practice owners achieve financial independence and maximize their life and business potential.
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