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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Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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