Integrated Investment Group

Financial services in Denver, CO (show on map)

Integrated Investment Group offers personalized financial planning, investment management, estate planning, and retirement strategies to help clients achieve their financial goals.

Call (303) 690-1927

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About

Integrated Investment Group, Inc. (IIG360) is a financial services firm founded over 30 years ago, offering comprehensive planning roadmaps for personal, business, and estate financial management. Their services include retirement exit strategies, PERA tools, tax planning, business owner defense reviews, and retirement acceleration strategies.

The firm's mission is to add value, simplify life, increase order, foster education, and enhance self-reliance. IIG360 collaborates with clients to design customized planning roadmaps, focusing on retirement, business, and estate planning, while providing educational resources and tools such as iMony360 and Riskalyze. The firm emphasizes proactive communication, risk assessment, and personalized guidance to help clients achieve financial success and peace of mind.

360° comprehensive planning roadmaps

PERA specialization

Daily updated financial accounts

Secure iMony360 and Investor360° portals

Services

360° Personal Planning

Helps individuals design and update personal planning roadmaps for retirement, including pacing, risk assessment, and ongoing coaching.

Target retirement date identification Pacing and energy focus Ongoing coaching and monitoring

360° Business Planning

Assists business owners with succession planning, valuation, and protection strategies.

Business valuation Succession planning Funding strategies Outdated agreement review

360° Estate Planning

Ensures personal involvement in protection and distribution of wealth, including wills, digital fiduciaries, and beneficiary designations.

Will creation Digital fiduciary setup Beneficiary designation review Durable Powers of Attorney Living Will and Health Care Proxies

PERA Tools and Retirement Exit Strategies

Offers tools and strategies for leveraging the Colorado Pension Plan (PERA) to retire safely and efficiently.

PERA service credit purchase 10,000+ years of service credit bought Retirement exit strategies using PERA as the hub

Tax Planning and Financial Education

Provides educational resources and tax planning advice to simplify complex financial decisions.

Income tax guidance Cash flow and debt management Retirement, life, and estate tax planning

Investment and Wealth Management

Offers comprehensive investment management, risk assessment, and portfolio monitoring.

Riskalyze risk assessment Wealthscape Investor portal Mutual fund and annuity contact information

Credentials & Certifications

Licensed in multiple states (CO, AK, AR, AZ, FL, KS, MO, MT, NE, NM, OR, UT)

PERA Specialist

Presenter for Colorado Pension Plan (Colorado PERA®)

Frequently Asked Questions

What is the purpose of the 360° Personal Planning Roadmap? +

The 360° Personal Planning Roadmap helps individuals identify their retirement finish line, design a personalized plan to reach that goal, and provides ongoing coaching to keep the plan on track.

How does the 360° Business Planning Roadmap assist business owners? +

The 360° Business Planning Roadmap addresses common business owner challenges, including valuation, succession planning, funding strategies, and outdated agreement reviews, ensuring the business is protected and prepared for the future.

What estate planning services does Integrated Investment Group offer? +

Integrated Investment Group provides comprehensive estate planning services, including will creation, digital fiduciary setup, beneficiary designation review, durable powers of attorney, living wills, and health care proxies, with regular updates recommended every 3-4 years.

What are PERA tools and how can they help with retirement? +

PERA tools are specialized resources offered by Integrated Investment Group to leverage the Colorado Pension Plan (PERA) for retirement planning, including strategies for safe retirement exit and purchasing service credit to accelerate retirement.

How does Integrated Investment Group ensure the security of client data? +

Integrated Investment Group employs a multi-layered security approach, including firewalls, intrusion detection, encrypted password storage, regular audits, and SSL-encrypted data transmission to protect client data and maintain integrity.

What educational resources are available for clients? +

Integrated Investment Group offers a variety of educational resources, including articles, videos, calculators, and webinars covering income tax, cash flow management, retirement planning, estate planning, and investment strategies.

Contact Integrated Investment Group

Integrated Investment Group

Address

4600 S Ulster St # 1200, Denver, CO 80237

Phone

(303) 690-1927

[email protected]

Website

iig360.com

Opening Hours

Sunday

Closed

Monday

8 am–5 pm

Tuesday

8 am–5 pm

Wednesday

8 am–5 pm

Thursday

8 am–5 pm

Friday

8 am–5 pm

Saturday

Closed

Location

Location of Integrated Investment Group, 4600 S Ulster St # 1200, Denver, CO 80237 · View on Google Maps

Screenshot Gallery

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Get in Touch

Ready to work with Integrated Investment Group?

Reach out today to schedule a consultation.

(303) 690-1927

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