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Integrated Planning Strategies is a financial and insurance services firm based in St. Louis, Missouri. With our extensive knowledge and years of experience we offer our clients a wide range of products, including term life, permanent life, long term care, disability insurance, voluntary benefits for small businesses and extensive estate planning services. We genuinely believe in educating retirees and pre-retirees about the importance of proper retirement income planning. Through financial education, we help people make excellent financial decisions.
It is with profound sorrow that we announce the passing of
Founder and Partner, Bernard Tobin, March 10, 2021.
Bernard began his insurance career in 1963 with Lincoln National Life Insurance. In 1967 he earned his Charter Life Underwriter (CLU) designation. Then he continued with Lincoln National until 1999, ultimately striking out on his own, starting Integrated Planning Strategies, LLC.
Bernard’s success was based upon delivering products and services specifically designed for each client’s needs, completing annual reviews, and making them feel like family.
Bernard was married to Cecile and has three children, 9 grandchildren and 13 great grandchildren.
Jordan joined Integrated Planning Strategies 2016 as a co-owner after acquiring in depth training over many years. Prior to this, he trained as an architect and owned his own residential design firm for many years. When clients ask if the transition was difficult, his response is “My previous training as an architect was the perfect foundation. The design process of architecture is exactly the same as insurance and retirement planning, just the variables have changed.”
“I have as much joy helping a family with their financial needs as designing improved spaces in their homes.”
Jordan is married and has four children and 11 grandchildren.
To contact Jordan please call 314.489.4019.
We are pleased to announce the addition of Rivka Dushoff to Integrated Planning Strategies LLC.
Rivka’s background has always focused around Education and outstanding Customer Relations. She is excited about applying her skills to help our clients achieve their financial goals. Rivka says, “Life insurance, and retirement planning & investing are really about educating the client to consider all financial roads and opportunities. Their informed choices will help them achieve their long term goals.”
Integrated Planning Strategies, LLC, a full brokerage agency which provides access to multiple products and services to better serve our clients. Our firm does not charge management fees or have minimum asset requirements. Clients include individuals, young families just starting, established families preparing for college and retirement, and those ready for retirement. In addition, we work with small business owners and their employees with voluntary benefits programs that increase retention, reduce accidents and keep annual health insurance premium increases minimal. The secret to our success is to provide our clients a complete financial package starting with truly understanding their needs, desires and goals, which is accomplished by listening first. After we truly understand our clients’ needs and desires, we can then create a plan that meets their needs.
Call Integrated Planning Strategies for a complimentary consultation to discuss your planning needs.
