Integrated Planning & Investments - Clovis, California

Introduction

Integrated Planning & Investments, located at 1606 Clovis Ave in Clovis, California, is a distinguished financial planning firm that has been serving the local community and beyond for several years. With a strong commitment to helping clients achieve their financial goals, the company has built a reputation for excellence in the realm of financial planning. This article provides a comprehensive overview of Integrated Planning & Investments, highlighting their main services, location, featured characteristics, practical information, and positive aspects mentioned in client reviews.

Main Services

Integrated Planning & Investments offers a wide array of financial planning services, tailored to meet the unique needs of each client. Their expertise lies in helping clients navigate the complexities of wealth management, ensuring their financial future is secure and aligned with their personal goals. Here is a list of their primary services:

• Retirement Planning: The firm assists clients in creating effective retirement plans, helping them to save, invest, and manage their assets for a comfortable retirement.
• Investment Management: Integrated Planning & Investments provides personalized investment strategies, designed to grow and preserve clients' wealth over time.
• Estate Planning: The firm helps clients develop comprehensive estate plans, ensuring their assets are distributed according to their wishes and minimizing potential taxes and family disputes.
• Insurance Planning: They provide guidance on insurance products that can help protect clients' assets and provide financial security in the event of unexpected events, such as illness, disability, or death.
• Tax Planning: Integrated Planning & Investments works with clients to develop tax-efficient strategies that minimize their tax liability and maximize their wealth.
• Business Planning: The firm offers guidance to business owners on financial planning, including succession planning, employee benefits, and wealth accumulation strategies.
• LLC Formation: Integrated Planning & Investments helps clients establish Limited Liability Companies (LLCs), offering professional and efficient assistance throughout the formation process.

Location and Access

Integrated Planning & Investments is conveniently located at 1606 Clovis Ave, Clovis, CA 93612, in the heart of California's Central Valley. The firm's location provides easy access to major highways, including Highway 99 and Highway 168, making it an ideal choice for clients traveling from nearby cities such as Fresno, Madera, or Visalia.

The office is situated in a professional park, offering a peaceful and serene environment for clients to discuss their financial affairs. The building features ample, free on-site parking, ensuring clients have no trouble finding a space upon arrival. For clients with mobility impairments, the office is wheelchair-accessible, with a dedicated parking spot, wheelchair-accessible entrance, and toilet facilities available.

Featured Characteristics

Integrated Planning & Investments is proud to offer several unique characteristics that set them apart from other financial planning firms in the area:

• Personalized Service: The firm takes the time to understand each client's individual goals, needs, and circumstances, enabling them to provide tailored financial plans that address their specific situation.
• Experienced Professionals: Integrated Planning & Investments' team consists of highly skilled and experienced financial planners, committed to staying up-to-date with the latest industry trends and best practices.
• Fiduciary Responsibility: The firm adheres to a fiduciary standard, ensuring that their clients' best interests are always at the forefront of their decision-making processes.
• Transparent Communication: Integrated Planning & Investments maintains open and honest communication with their clients, keeping them informed about their financial progress and addressing any concerns that may arise.
• Comprehensive Approach: The firm takes a holistic approach to financial planning, considering all aspects of a client's financial life and how they intersect to create a cohesive plan.

Practical Information

For clients looking to schedule an appointment with Integrated Planning & Investments, it is recommended to call ahead or use the online contact form available on their website. The office is open Monday through Friday, from 8:00 AM to 5:00 PM, with evening and weekend appointments available upon request. New clients are encouraged to bring any relevant financial documents, such as tax returns, investment statements, and insurance policies, to their initial consultation.

The firm's website, integrated-plan.com, serves as an invaluable resource for potential and current clients, offering a wealth of information on financial planning topics, market updates, and company news. Additionally, the website features a blog and video library, providing clients with access to educational materials that can help them make informed decisions about their financial future.

Positive Aspects from Reviews

Integrated Planning & Investments has received glowing reviews from satisfied clients, highlighting several positive aspects of the firm's services:

• Professionalism: One client praised the firm's professionalism, stating that they were "very professional and fast" in helping with LLC formation.
• Expertise: Another client commended the firm's deep understanding of financial planning, noting that their planner was "very knowledgeable and helpful" in developing a comprehensive financial plan.
• Personalized Attention: A third client appreciated the personalized approach taken by Integrated Planning & Investments, highlighting that their planner took the time to understand their unique situation and tailor their financial plan accordingly.
• Clear Communication: A fourth client praised the firm's clear and concise communication, stating that their planner was "very good at explaining complex financial concepts in an easy-to-understand manner."

These positive aspects, along with the firm's commitment to excellence, have contributed to Integrated Planning & Investments earning an average rating of 5/5 stars on Google My Business.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.