Integrated Planning & Investments - Clovis, California

Integrated Planning & Investments: A Comprehensive Wealth Management Solution

Nestled at 1606 Clovis Ave, Clovis, CA 93612, United States, Integrated Planning & Investments (IPI) is a premier financial planning and investment management firm dedicated to providing personalized, comprehensive solutions for individuals, families, and businesses. With a commitment to excellence and a client-centric approach, IPI has been serving the Clovis community and beyond for years, earning a stellar reputation and an average rating of 5/5 from its satisfied clients.

Main Services

• Comprehensive Financial Planning: IPI offers holistic financial planning services, encompassing all aspects of your financial life. This includes retirement planning, investment management, tax planning, estate planning, and risk management. Their team of experienced financial planners works closely with clients to understand their unique financial goals and develop customized strategies to help them achieve success.
• Investment Management: IPI's investment philosophy is centered around evidence-based investing, which focuses on minimizing risk and maximizing returns. They employ a disciplined, long-term approach to investing, tailored to each client's individual objectives, risk tolerance, and time horizon. Services include portfolio management, asset allocation, and ongoing investment monitoring.
• Retirement Planning: Whether you're just starting to think about retirement or are already retired, IPI can help you navigate the complexities of retirement planning. Their services include 401(k) planning, pension optimization, Social Security maximization, and distribution planning to help ensure a comfortable retirement.
• Estate Planning: IPI assists clients in protecting their assets and providing for their loved ones through effective estate planning. Their services include will and trust creation, power of attorney, healthcare directives, and probate Avoidance strategies.
• Tax Planning: IPI helps clients minimize their tax liabilities and maximize their after-tax returns. Their tax planning strategies are integrated into their overall financial plans, ensuring that clients are taking advantage of every available tax benefit.
• Business Services: IPI offers a range of business services, including employee benefits planning, business succession planning, and buy-sell agreement funding.

Location and Access

IPI's office is conveniently located in the heart of Clovis, providing easy access for clients throughout the Central Valley. The office is situated near the intersection of Clovis Avenue and Alluvial Avenue, with ample free parking available in the lot adjacent to the building. The location is wheelchair-accessible, with a dedicated parking spot, wheelchair-accessible entrance, and toilet facilities available for clients with mobility impairments.

For clients who prefer public transportation, the Clovis Transit Center is just a short 10-minute walk away, providing convenient access to IPI's office. The nearest major airport is Fresno Yosemite International Airport, which is approximately a 15-minute drive from the office.

Featured Characteristics

• Personalized Service: At IPI, every client is unique, and their financial plans reflect that. The team takes the time to understand each client's individual needs, goals, and circumstances, and crafts customized solutions to help them achieve their desired outcomes.
• Fiduciary Responsibility: As a fee-only financial planner, IPI has a fiduciary responsibility to act in the best interests of their clients at all times. This means they receive no commissions or kickbacks for recommending specific products or services, ensuring that their advice is unbiased and objective.
• Expertise and Experience: The team at IPI brings a wealth of experience and expertise to the table, with certifications including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF). They are committed to ongoing professional development to ensure their knowledge remains up-to-date and relevant.
• Transparent and Communicative: IPI believes in keeping clients informed and involved in the financial planning process. They provide clear, concise explanations of complex financial concepts and maintain open lines of communication, ensuring that clients always understand their financial situation and the strategies being employed to help them achieve their goals.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Hours: Monday-Friday, 8:00 AM - 5:00 PM
• Appointments: Recommended, with evening and weekend appointments available upon request
• Parking: Free parking lot available on-site

Positive Aspects from Reviews

IPI has earned a 5/5 average rating from its clients on Google My Business, with one review highlighting the professionalism and efficiency of the team in assisting with LLC formation. This positive aspect aligns with IPI's commitment to providing personalized, high-quality service tailored to each client's unique needs.

Another review praised the team's ability to simplify complex financial concepts and make them understandable, demonstrating IPI's dedication to keeping clients informed and involved in the financial planning process. This emphasis on communication and transparency is a key strength of the firm and has contributed to its strong reputation in the Clovis community.

Overall, Integrated Planning & Investments stands out as a comprehensive and client-centric financial planning and investment management firm. With its personalized approach, commitment to fiduciary responsibility, and experienced team, IPI is well-positioned to help clients achieve their financial goals and secure their financial futures. Whether you're a individual looking to plan for retirement or a business owner seeking to protect your assets, Integrated Planning & Investments is an excellent choice for all your financial planning and investment management needs.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.