Integrated Strategies

Financial Planning and Consulting

Our Planning Process
Meet Our Team
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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.

Financial Planning Process
Business Planning Process

Services and Outstanding Resources

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

A circular infographic titled 'Integrated Strategies' features eight segments with icons. These segments include Estate Planning & Business Evaluation, Outsourced Team Business Coaching, Coordination with Your Accountant or CPA, Key Employee Retention, Succession Planning, Retirement Planning, Insurance Solutions, and Outsourced C-Suite.

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.