Integrated Planning & Investments

Financial Planner

559-472-3656 IPI@Integrated-Plan.com

Contact

Office: 559-472-3656

1606 Clovis Avenue

Clovis, CA 93612

IPI@Integrated-Plan.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Integrated Planning & Investments and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Integrated Planning & Investments an Investment Advisor in the State of CA. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products are offered by Jonathan Holt and Christopher Fide, independent agents that are affiliated with Integrated Planning & Investments. Jonathan Holt CA insurance Lic # 0I64150 & Chris Fide CA insurance Lic # 0J04977. Integrated Planning & Investments, Jonathan Holt and Christopher Fide are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The information contained herein should in no way be construed or interpreted as a solicitation to
sell or offer to sell advisory services to any residents of any State other than the State of CA or
where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

All investing involves risk including loss of principal. Past performance does not guarantee future results.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons.