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Retirees

A smooth transition

to your

next chapter.

Whether you’d like to consolidate multiple retirement accounts or feel uncertain about what’s next, we want to help you seamlessly convert your savings into income. Your transition to retirement should be smooth and easy without unnecessary changes to your lifestyle.

 

We can help answer these important questions:

How will your nest egg be impacted if you go back to work?

How much money do you need to live your ideal retirement?

How much money will be left over, and how should we plan?

Are you doing everything you can to manage your assets?

Are your assets positioned in a tax-efficient manner?

Have you prepared for unexpected hurdles?

You’ve worked hard. Retire your way. 

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Investment advice offered through Integrated Partners, doing business as Integrated Wealth Planning, a registered  investment advisor.

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Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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David Kline CA Insurance #0J15578

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Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

*Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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