INTEGRAL CAPITAL MANAGEMENT

"KNOW WHERE YOU ARE HEADED"

PRODUCTS
INVESTMENT PRODUCTS
·  
Treasury Bills, Notes and Bonds
·  
Stocks
·  
Bonds (Taxable and Tax Free)
·  
Mutual Funds
·  
REITS (Real Estate Investment Trusts)
·  
Annuities (Fixed and Variable)
·  
IRAs, SEP IRAs, Roth IRAs
·  
Retirement Plans (401Ks, DC and DB Plans)

EDUCATION PRODUCTS
· 
529 Prepaid Tuition
· 
529 College Savings
· 
Coverdell ESA

INSURANCE PRODUCTS
· 
Whole Life
·  
Universal Life
·  
Term Life
·  
Key Person Insurance
·  
Annuities

SERVICES

INVESTMENT PLANNING
·  Diversification
·  Building Cash Reserves
·  Strategic asset allocation
·  Information on Alternatives 
   Pros/Cons



RETIREMENT PLANNING
·  Dealing with Lump Sum Distributions
·  Projecting Early or Late Retirement
·  Income Generating Strategies
·  Annuities, IRA's, Pensions and
   other Sources of Income
·  Maximizing Tax Efficiency


ESTATE PLANNING
·  
Protecting Privacy
·  
Preserving Family Wealth
·  
Charitable Giving
·  
Minimizing Tax Liabilities