Integrated Planning & Investments

Introduction

Nestled in the heart of Clovis, California, Integrated Planning & Investments stands as a beacon of financial guidance and expertise. Located at 1606 Clovis Ave, this esteemed financial planning firm has been instrumental in helping individuals, families, and businesses navigate the complexities of financial planning and investment strategies. With a commitment to personalized service and a client-centered approach, Integrated Planning & Investments has carved a niche for itself in the competitive financial landscape of the Central Valley.

Main Services

• Comprehensive Financial Planning: The cornerstone of Integrated Planning & Investments' services, this holistic approach encompasses all aspects of a client's financial life. From budgeting and saving to retirement planning and estate management, their team of expert financial planners works diligently to create customized roadmaps that align with each client's unique goals and aspirations.
• Investment Management: With a keen eye on market trends and a deep understanding of investment strategies, Integrated Planning & Investments helps clients build and preserve their wealth. Their team employs a disciplined, long-term approach that emphasizes diversification and risk management.
• Retirement Planning: Whether you're just starting your career or nearing retirement, Integrated Planning & Investments offers tailored strategies to help you prepare for a secure and comfortable future. Their services include 401(k) rollovers, IRA management, and Social Security optimization.
• Business Planning: For business owners, Integrated Planning & Investments provides a range of services designed to optimize your bottom line. These include succession planning, key employee planning, and buy-sell agreements.
• Estate and Legacy Planning: To ensure your assets are protected and distributed according to your wishes, Integrated Planning & Investments offers estate planning services that include wills, trusts, and durable power of attorney. Their team also helps clients navigate the complex world of probate and trust administration.

Location and Access

Conveniently located at 1606 Clovis Ave, Integrated Planning & Investments is situated in the heart of Clovis, a bustling city in Fresno County, California. The office is easily accessible from major thoroughfares such as Highway 168 and Herndon Avenue. Nearby neighborhoods include Old Town Clovis, City Center, and Clovis East. For those who prefer public transportation, the Clovis Intermodal Transportation Center is just a short drive away.

For clients who drive, Integrated Planning & Investments offers free parking in their dedicated parking lot. The office is also wheelchair-accessible, with a designated parking space, wheelchair-accessible entrance, and restroom facilities.

Featured Characteristics

• Expert Team: Led by founder and CEO, Mary Kay Hurd, the team at Integrated Planning & Investments comprises seasoned financial professionals with decades of collective experience. Their expertise spans various disciplines, ensuring clients receive well-rounded, comprehensive advice.
• Fiduciary Standard: As a fee-only financial planning firm, Integrated Planning & Investments adheres to the fiduciary standard. This means they always act in their clients' best interests, providing unbiased, objective advice.
• Transparent Communication: The team at Integrated Planning & Investments believes in clear, concise communication. They take the time to explain complex financial concepts in simple terms, ensuring clients understand their financial plans and investment strategies.
• Community Involvement: Integrated Planning & Investments is deeply committed to giving back to its community. The firm and its team members actively support local charities and causes, reflecting their dedication to improving the lives of those around them.

Practical Information

• Business Hours: Integrated Planning & Investments is open Monday through Friday, from 8:00 AM to 5:00 PM. Evening and weekend appointments are available by request.
• Appointments: While walk-ins are welcome, Integrated Planning & Investments encourages clients to schedule appointments to ensure they can provide the full attention and resources needed for a productive meeting.
• Contact Information:
  • Address: 1606 Clovis Ave, Clovis, CA 93612, United States
  • Phone:559-472-3656
  • Website:integrated-plan.com

Positive Aspects from Reviews

With an average rating of 5/5 on Google My Business, Integrated Planning & Investments has consistently received high praise from its clients. A recurring theme in these reviews is the firm's professionalism and efficiency. One client noted, "They helped with LLC formation and were very professional and fast." This praise underscores the firm's commitment to providing top-tier service, combined with a deep understanding of their clients' needs.

Another client lauded the firm's personalized approach, stating, "They took the time to understand our unique situation and created a plan that works for us." This anecdote highlights Integrated Planning & Investments' dedication to tailoring their services to each client's individual circumstances, a key aspect of their client-centered approach.