The Integrated Financial Planning Center Team members have been serving Central Texas for over 25 years, as fee based personal and business advisors.
Specializations include Wealth Accumulation, Retirement Planning, Tax Advantage, Risk Management, Asset Preservation and Estate Planning.
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Manage your taxes and prepare for the upcoming tax season.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
More Calculators →
Investor Emotions and Where to Find Them
Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.
Are You Making These Cash Mistakes?
With interest rates at historic lows, what should you do with the money you save?
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
HOT TOPIC: New Rules Likely Making Credit Cards More Expensive
New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.
More Newsletters →
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resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION:
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Branches and additional offices:
(512) 327-93111015 Beecave Woods Dr Ste 100 Austin, TX 78746