Integrated Planning & Wealth is a fee-only wealth planning firm based in Carmel, specializing in serving optometrists across the nation. Their focus is on assisting ODs in reducing taxes, making sound investments, and guiding them towards wise financial choices.
With a commitment to providing comprehensive financial planning services, Integrated Planning & Wealth helps optometrists navigate the complexities of wealth management to achieve their financial goals. Their expertise lies in empowering ODs to secure their financial future through strategic planning and investment strategies.
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