Our Services

Integrated Financial Wellness, LLC and Let's Plan Your Retirement© is about improving your odds of success now and into retirement.  Rest assured, Adam and his team will integrate you and your family's financial needs with professional competence in these areas:


Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Investment Management

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Review existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages. Click on the 401(k) Information Request at the top of the page to submit a retirement plan request for your company.

Contact us HERE to get started!