Broker Check

Richard Fields - Integrated Advisory Services - Winston-Salem, NC

110 Oakwood Drive, Suite 470, Winston-Salem, NC 27103

TEL.336-714-5050

Investments and Retirement Planning Estate and Legacy Transfer Planning Business Succession Planning

Investments and Retirement Planning

At IAS, a comprehensive financial services firm, we've been committed to helping families and business owners improve their long-term financial success since 1989. Our Retirement Income Confidence Process and Portfolio Management Strategies can help you to maximize income and protect cash flow during both the accumulation and distribution phases of your plan.

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Estate and Legacy Transfer Planning

Our firm uses a consultative approach focused on growing, protecting and preserving our clients' legacies while implementing strategies to ensure that their desires are fully met. Our goal, acting as financial quarterback, is to provide families with the peace of mind they deserve.

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Business Succession Planning

The business is usually the owner's largest asset and the source that greatly impacts the client's retirement and estate plans. Through our professional experience, we guide the business owner through a defined process to determine how to protect, grow and transfer or exit the company in order to realize the full value of the business while meeting the owner's overall objectives.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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The importance of life insurance, how it works, and how much coverage you need.

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Using smart management to get more of what you want and free up assets to invest.

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No Cash, No Checks, No Problem

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What Can a Million Dollars Buy You?

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