Integrated Wealth Management, Inc is an independent financial services firm based in Uniontown, OH. They specialize in retirement planning and offer a comprehensive Five-Step Retirement Game Plan that addresses crucial concerns such as income planning, investment planning, tax minimization, health care planning, and legacy planning. With a team of professionals and the ability to coordinate efforts with a Professional Team, Integrated Wealth Management aims to provide clarity and confidence in their clients' financial futures.
Integrated Wealth Management, Inc offers services in income planning, investment planning, tax planning, health care planning, and legacy planning. Their goal is to help clients achieve their desired retirement lifestyle by ensuring expenses are covered, creating investment plans, minimizing tax liabilities, addressing rising healthcare costs, and providing for beneficiaries and causes that matter most. With a focus on clarity and a comprehensive approach, Integrated Wealth Management aims to help clients navigate the complexities of retirement planning.
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