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Integrated Planning Strategies, LLC profile image
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Integrated Planning Strategies, LLC

Investment management and business accounting services. Work experience: Accts Payable - major food dist. comp. Asst Controller - non-profit comp. CPA firm - 7 years and began working as an investment advisor. Director of Accounting - chemical company. Started own business offering investment management to individuals and 401K accounts and accounting services to small businesses. Honesty, integrity and excellent customer service is my hallmark. Experience using Quickbooks, Sage 50, Sage X3 and Zoho Books IPS is a fee-only independent investment advisor and accounting firm. Investment assets are held on Charles Schwab's institutional advisor platform. Fiercely independent, analytical thinking and always trying to improve the situations of clients. Education: double major BS in finance and economics and MBA . (completed 24 hours of college accounting coursework)

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What do you love most about your job?

I enjoy helping other people. Helping people with their money decisions provides me the opportunity to help people achieve their goals and live a less stressed life. Clients appreciate my help in making their finances better and I thrive on knowing my help is valued.

What inspired you to start your own business?

I had the knowledge and skills needed to run my own business. In fact, a long time ago, I was working for someone and managing his business for him, but was not reaping the emotional or monetary reward. I set a goal to work for myself and now I do. It's great the conflicts of this business are easier to manage when you own your own business! It's easier to do what's right for clients because no one else is setting the agenda.

Why should our clients choose you?

I have been an investment advisor for over 20 years and maintain a spotless regulatory record. I have a BS in finance and an MBA degree. I value my client's trust and take my fiduciary responsibility to them very seriously. I manage portfolios using asset allocation to manage risk and return objectives. I build client portfolios using stocks and sometimes exchange-traded funds. Not using mutual funds reduces the total cost to clients. My management fee is lower than many other advisors. I teach a retirement readiness class at a local tech school. My investment advice has been quoted by Kiplinger Magazine and the online magazine of US News and World Report.

Can you provide your services online or remotely? If so, please add details.

Yes. An easy-to-use encrypted link and 2-factor authentification is used to send and receive information to/from clients. We can do video calls and screen sharing as well. Our systems for sending and receiving information electronically are safe, secure, easy, and convenient. We offer in person meetings too. Generally, we meet with clients up to 4 times per year and also discuss matters on the phone between meetings.

What changes have you made to keep your customers safe from Covid-19?

We have fewer face-to-face meetings and more electronic communication. I've been fortunate to have been vaccinated.

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Reviews

4.96/5.00

based on 134 reviews

The average rating for Bark Bookkeepers in Oklahoma City is 4.96, based on 134 reviews.

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