Your life is not a number. Plan accordingly.
WATCHYour life is not a number. Plan accordingly.
WATCH
We all have a unique story.
The financial advisory practice of Paul Peeler at Integrated Financial Group offers thoughtful, strategic guidance to families and professionals on how to best use their resources to support their wants and needs. We believe that we all have a unique story and understanding that story is central to providing sound counsel. We have constructed an uncommon process built to help you understand and answer three fundamental questions:
How did you arrive at your perspectives on money?
Are you managing your money in a way that is improving your life?
Are you financially prepared for life’s big transitions?
We provide financial, investment, estate, philanthropy, and insurance planning services to families that are intentional about aligning their resources with their personal values and financial wellness.
Additionally, we provide specialized planning support for Serious Mental Illness (SMI) caregivers and their families through our Preparedness Project initiative.
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Use the money you have to improve your life today and tomorrow.
Take the Return on Life Assessment