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Integrated Strategies

Financial Planning and Consulting

a man and woman sitting on a rock overlooking a valley

Financial Planning and Consulting

Comprehensive Financial Solutions and Experienced Analysis

Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving businesses & 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.

Services and Outstanding Resources

Integrated Strategies is committed to connecting you to a resource that will help you with your goals in mind

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

I am licensed to sell insurance in: TX,OK, LA, AL, AZ, CA, FL, WY, NC; domiciled in Texas, CA Insurance License # 0I93421, and securities in: TX,AZ, CA, CT, IA, ID, LA, CO and FL. I am a registered representative of and can offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Integrated Strategies is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Neither MML Investor Services, LLC nor any of its subsidiaries are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202602-3851478

Supervisory address: 14241 Dallas Parkway, Suite #1200, TX 75254 972.348.6300

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