Integrated Planning & Investments - Clovis, California

Introduction to Integrated Planning & Investments

Nestled at 1606 Clovis Ave, Clovis, CA 93612, United States, Integrated Planning & Investments (IPI) stands as a beacon of financial guidance and investment expertise. With a commitment to personalized service and professionalism, IPI helps clients navigate the complexities of financial planning, empowering them to make informed decisions that align with their unique goals and aspirations.

Main Services

• Comprehensive Financial Planning: IPI offers a holistic approach to financial planning, considering all aspects of a client's financial life. This includes budgeting, saving, investing, tax planning, risk management, and estate planning. Their team works closely with clients to create customized strategies that reflect their values, goals, and lifestyle.
• Investment Management: IPI provides investment management services tailored to each client's risk tolerance, investment goals, and time horizon. Their team utilizes a disciplined, evidence-based approach to investing, aiming to maximize returns while minimizing risk.
• Retirement Planning: Whether you're just starting your career or approaching retirement, IPI can help you navigate the complexities of retirement planning. They provide guidance on retirement savings strategies, pension plans, Social Security, and retirement income planning.
• Tax Planning and Preparation: IPI's team of certified financial planners works closely with tax professionals to provide integrated tax planning and preparation services. They help clients minimize their tax liability, take advantage of available credits and deductions, and plan for future tax changes.
• Estate Planning: IPI assists clients in creating estate plans that protect their assets, provide for their loved ones, and minimize estate taxes. They work with clients to draft wills, trusts, powers of attorney, and healthcare directives, ensuring that their wishes are carried out and their loved ones are protected.
• Business Services: IPI offers a range of business services, including LLC formation, business succession planning, and employee benefits planning. They help business owners navigate the complexities of running a business, from startup to succession.

Location and Access

The IPI office is conveniently located in the heart of Clovis, California, providing easy access to clients from Fresno, Madera, and the surrounding Central Valley. The office is situated just off Highway 99, with ample free parking available onsite. The building is Wheelchair-accessible, with a dedicated parking spot, wheelchair-accessible entrance, and toilet facilities.

Featured Characteristics

• Personalized Service: IPI prides itself on providing personalized, one-on-one service. Each client works with a dedicated financial planner who takes the time to understand their unique financial situation, goals, and concerns.
• Transparent and Fee-Only: IPI is a fee-only financial planning firm, which means they do not earn commissions from the sale of financial products. This allows them to provide objective, conflict-free advice. Their fees are transparent and disclosed upfront, ensuring clients understand the value they receive for their investment.
• Fiduciary Responsibility: As a fiduciary, IPI is legally obligated to act in the best interests of their clients at all times. This commitment to ethical conduct and client care sets them apart in the financial planning industry.
• Community Involvement: IPI is actively involved in the local community, sponsoring and participating in various events and initiatives. They believe in giving back to the community that has supported them, and they strive to make Clovis and the surrounding area a better place to live and work.

Practical Information

• Address: 1606 Clovis Ave, Clovis, CA 93612, United States
• Phone: 5594723656
• Website: integrated-plan.com
• Business Hours: Monday - Friday, 8:00 AM - 5:00 PM (closed on weekends and major holidays)
• Appointments: Recommended. You can schedule an appointment by calling the office or using the contact form on their website.
• Parking: Free onsite parking is available.

Positive Aspects from Reviews

With an average rating of 5/5 on Google My Business, Integrated Planning & Investments has received glowing reviews from its clients. The positive aspects mentioned in these reviews include:

• Professionalism: Several clients praised IPI's team for their professionalism, knowledge, and expertise in financial planning.
• Personalized Service: Many clients highlighted the personalized attention they received, with IPI taking the time to understand their unique financial situation and goals.
• Fast and Efficient Service: One client specifically mentioned that IPI was very professional and fast in helping with LLC formation. This highlights IPI's commitment to providing efficient, timely service to their clients.
• Expertise and Experience: Several clients commented on IPI's extensive knowledge and experience in financial planning, giving them confidence in the advice they received.
• Clear Communication: IPI's team was praised for their clear, concise, and easy-to-understand explanations of complex financial concepts.

👍 Reviews of Integrated Planning & Investments

William V. H.

5/5

Helped with LLC formation and were very professional and fast.