Many of us overlook the financial advantages embedded in our employment packages. From health insurance and retirement plans to stock options and flexible spending accounts, there's a treasure trove waiting to be leveraged. Start by reviewing your benefits package in detail. Are you contributing enough to your 401(k) to get the full employer match? Have you considered the tax savings of a Health Savings Account (HSA)? Taking full advantage of these benefits can enhance your financial well-being and direct you toward your financial goals. Don't leave money on the table; make your employee benefits work for you! #EmployeeBenefits #FinancialWellness #WealthBuilding
Integrated Equity Management
Financial Services
Bloomington, Minnesota 466 followers
Clients First. Always.
About us
In 1984, Ted Smith co-founded IEM because he saw a need to help individuals, multi-generational families, and closely-held businesses reach their financial goals by providing comprehensive financial planning advice to help clients reach their goals through an advice-based relationship. Today, IEM is a trusted wealth management firm that builds and implements forward-looking financial strategies that have both breadth and depth. As a member of our clients’ professional team, we coordinate with legal and tax advisors so that our combined efforts are aligned and designed to achieve our clients’ goals. IEM’s thoughtfully assembled team includes professionals with expertise in investment analytics, financial planning, retirement planning, small business transition, and more. A unifying characteristic of each team member is a dedication to helping our clients. Our team-based approach ensures that the collection of skills and knowledge at IEM is applied to every client’s unique situation. The products and services we use are also client-focused, carefully selected to meet our strict due diligence criteria. It is critical that our array of solutions, in addition to meeting our high standards, contains sufficient diversity so our Private Wealth Managers can construct just the right implementation plan for each client. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Integrated Equity Management, 8009 34th Ave S Suite 1550 Bloomington, MN 55425 United States, 952-854-5544. This communication is strictly intended for individuals residing in the states of [AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MS, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SD, TN, TX, UT, VA, WA, WI]. No offers may be made or accepted from any resident outside these states due to various state requirements and regist
- Website
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http://www.integratedequity.net/
External link for Integrated Equity Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bloomington, Minnesota
- Type
- Privately Held
- Founded
- 1984
- Specialties
- Financial planning, investment management, risk management, retirement planning, retirement income planning, estate planning, and business exit planning
Locations
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Primary
Get directions
8009 34th Ave S
1550
Bloomington, Minnesota 55425, US
Employees at Integrated Equity Management
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Danica Goshert, CFP®, AIF®, MBA
Financial planner | educator | advisor for making smart decisions
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Renee Fares
Financial services professional with over 22 years of experience.
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John Challas
Founder and President at Challas Consulting, LLC
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Megan Kiel
Vice President of Operations at Integrated Equity Management
Updates
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Why partner with IEMP? We offer a boutique partnership for financial advisors who want to go independent, but also don't want to be completely on their own. Let our team act as your back office, while you reap all the benefits of being an independent firm! #IEMPartners #GrowYourFirm #IndependentButNotAlone
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Automate Your Way to Wealth! ✅ Taking control of your savings and investment has never been easier. Did you know that setting up automatic transfers can significantly impact your financial future? By making saving and investing non-negotiable parts of your routine, you're consistently adding to your wealth pot, without the temptation to overspend. Start today—automate your savings and watch your financial health strengthen, no matter what your day brings. #SavingsGoals #InvestSmart #AutomaticWealthBuilding
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Integrated Equity Management reposted this
Congratulations to Private Wealth Manager and IEM Senior Vice President Danica Goshert, CFP®, AIF®, MBA on this incredible recognition from Twin Cities Business!
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Congratulations to Private Wealth Manager and IEM Senior Vice President Danica Goshert, CFP®, AIF®, MBA on this incredible recognition from Twin Cities Business!
Integrated Equity Management Celebrates Danica Goshert's Recognition in the 2024 Notable Women in Banking and Finance
Integrated Equity Management on LinkedIn
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Your best leads may come directly from your former clients. Don’t be afraid to follow up with satisfied clients, asking for referrals to anyone looking for similar financial planning services. This approach not only leverages your existing relationships but also extends your network to potential clients who already have a positive impression of your services through word-of-mouth. Satisfied clients are often happy to spread the word about their positive experiences, and these personal recommendations can be incredibly effective. Remember, a personal referral comes with built-in trust, reducing the effort needed to establish a new client relationship. #ClientReferrals #WordOfMouth #TrustedNetwork
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Experience the difference that expert financial planning can make in your life. Check out Integrated Equity Management's Tax Center page for a comprehensive guide to all your tax needs. From handy tax tools to informative resources, our Tax Center is designed to keep you ahead of the curve: https://lnkd.in/g_7kM9uY #TaxHelp #FinancialPlanning #IEMTaxCenter
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For independent firms, IEMP’s marketing solutions are here to catapult your brand into the spotlight. We offer extensive benefits to our partner firms, helping to take the heavy lifting out of their marketing strategy. Our strategic team supports you to not only boost your visibility but also enhance brand awareness and loyalty. With IEMP by your side, you're free to focus on the aspects of your business that you're great at - and trust that you have a partner by your side to help with everything else. #DigitalPresence #BrandAwareness #MarketingSolutions
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In the world of personal finance, you'll often hear experts talk about the importance of having "liquid" assets. But what does that really mean? 🤔💡 Liquidity refers to how quickly and easily an asset can be converted into cash. This is crucial because it means you can access funds without significant loss in value, whenever you need them. Common examples of liquid assets include stocks, bonds, and savings accounts. Understanding liquidity is key to a balanced and flexible financial strategy. 💼💚 #FinancialPlanning #Liquidity #InvestSmart #IEMFinancials
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