Integral Capital Management, Inc.

"Know where you're headed" Call: (203)653-2446

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