Founded in 1989 by Dennis Taylor, Integrated Planning & Investments is an independent financial planning and wealth management firm. The company emphasizes a client-first philosophy, operating with a team-based approach to provide personalized strategies for retirement, investment, and estate planning. As an independent firm, they are affiliated with Commonwealth Financial Network®, one of the largest privately held independent Registered Investment Adviser–broker/dealers in the United States, to leverage its resources while maintaining autonomy in client service.

Founded in

United States