Investment Services in Fort Lauderdale, FL

Investment Management Services

We not only specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies, but we also provide a wide range of investment management services.

401(k) & IRA Rollovers and Conversions

One of the most important and misunderstood aspects of owning an IRA or 401(k) is how you should approach taking income or withdrawals from those accounts. If you don’t know the rules, you can end up paying more in taxes than you have to. We can help you determine if rolling over a qualified retirement plan into an IRA makes sense for you.

Life Insurance and Long-Term Care

You can’t control all the circumstances that might shake your financial stability, but you can take steps to help improve your financial resilience in retirement, and life insurance is one of those things. We can help ensure you have the right insurance policies in place to help protect you from the unexpected.

Tax Planning

You may leave behind a lot of things when you retire, but your tax burden isn’t one of them. In fact, without proper income tax reduction strategies, they can potentially be an even bigger burden in retirement. We’ll explain how withdrawals, distributions, and tax-deferred accounts can impact your taxes in retirement—so you don’t pay any more in taxes than you’re legally obligated to.

Estate & Legacy Planning

Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning. Through our connections with qualified attorneys in the area, we can help ensure that you have a well-thought-out estate plan in place.

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Integrity Investment & Tax Advisory and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Integrity Investment & Tax Advisory and Sound Income Strategies LLC are not associated entities. Integrity Investment & Tax Advisory is a franchisee of The Retirement Income Store®. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2021 Sound Income Strategies.

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Contact Us
500 West Cypress Creek Road, Suite 250 Fort Lauderdale, FL 33309

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