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Looking For World Class Financial Planning?

Financial planning is more than just managing investments. It’s building a roadmap to help guide you through all the twists and turns life throws at you.

Build your plan today

We believe that the best way to serve you and your family is by maintaining fewer & deeper client relationships.  

It's Hard to Know Who to Trust.

Those seeking financial advice today are in a difficult position. With titles like; Financial Planner, Financial Advisor, Wealth Manager, Investment Advisor, Broker, Financial Consultant, Financial Coach and many more, finding the right team to work with can be a daunting task. 

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Everything Works Together

We don't manage one piece of your financial life. We bring all of it together into a single plan built around you.

We believe a financial plan should give you back the time to focus on what matters most. One clear plan. One clear next step. No jargon, no mystery.

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We believe you should be able to keep as much of your money as legally allowable. Not just at tax time; every month, every year, every decade.

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We believe you should know exactly what’s coming in, where it’s coming from, and the reason why it works. No guessing, No anxiety, Just clarity.

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We believe your portfolio should be customized, high-quality, and completely understandable. It should be built to fund your life, not just beat a benchmark.

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Many financial plans lump healthcare in with every other expense. We believe it’s the one wildcard that can derail an otherwise solid retirement.  It deserves to be planned for separately and seriously.

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We believe your life’s work should outlast you. Your money, your values, and your vision deserve to live on.

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What Do Our Clients Say?

“I couldn’t have done it without him and his crew. They went over and above — and I always felt like they truly cared.”

— Pat B., Cornelius, NC

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“We’ve been with Integrative Planning for eight years. The personal attention has been unlike anything we’ve experienced elsewhere.”
— Dave E. & Jean M.

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“No other firm explained how to reduce taxes while investing for retirement. My account has grown significantly — and I have new friends who treat me like family.”

— Kent C.

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“Shawn and his staff make you feel comfortable and part of their family. We didn’t have that experience with our previous adviser.”

— Constantine V.

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Please review the following disclosure regarding testimonials

Disclosure

RetireRight™ A Planning Process Built Around Your Life.

When we build retirement plans, it’s not enough to know what you have and how you want to spend it. We need to understand your “WHY”.  That begins with: 

  • Where you came from?
  • How did you get here?
  • What do you care about?
  • Where do you truly want to go?
  • Why do you feel the way you do about money?
See how it works

Many advisors are great at asking the questions their compliance department requires. But do they really ask the right questions? We start with your biography, not your balance sheet.

You Deserve Answers

Executives, physicians, engineers, business owners and families with meaningful assets who want a coordinated structure to manage investments, generate income, minimize taxation and secure a legacy for loved ones.

We believe you should feel like your advisor’s most important client. Each our advisors works with fewer than 100 families by design. This gives them the time to truly know your plan, your life, and your dreams.

We believe you should always know exactly what you’re paying and why. Our compensation is based on the complexity of your situation and the investment approach you choose. Everything is spelled out in plain language with no fine print and no surprises. If you don’t see the value, you won’t pay a dime.

  • It means no more siloed advice, no more gaps, no more guessing.
  • It means your taxes, your income, your investments, your health, and your legacy are considered.
  • It means every part your financial life is connected and synchronized to give you the best opportunity for success.

Ready to See What's Possible?

Schedule a free 30-minute introductory call to see if we’re a fit.

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I think Shawn and his crew at Integrative Planning are pretty amazing. When my husband passed away in 2021, I didn’t know much about our finances except that Shawn was the go to person. My sister in law was staying with me for awhile helping out and we explained to Shawn that we really didn’t know much about the financial situation we had or anything about moving money or anything. He would set up zoom calls with the two of us to explain everything to us. And if I ever needed to move monty or to invest more money I found in an unrelated account, Shawn and his crew were very knowledgeable, professional, and went over and above to help us understand and help us to make good choices in all the decisions we had to make. I couldn’t have done it without him and his crew! I’m forever grateful to them for their help.

– Pat B

We have been working with Integrative Planning for more than eight years. From the outset, we have been impressed with the personal attention paid by everyone at Integrative to our financial needs—both present and future. And we have been most happy with the sincere assistance provided to us in more ways than just wealth management. These include sound advice on taxes, home selling and estate planning. We always feel like we are the most important clients Beacon has whenever we ask questions or meet personally with their highly qualified and astute personnel. Deciding to work with Integrative was the best financial decision we could have made!

–  Dave E & Jean M

I just want to share my experience with Beacon Wealth, now Integrative Planning. When I first met Shawn Lee, I was at a 2 night event in Davidson NC learning about how I should manage my money, as I was planning to retire at 65. I was impressed with his company’s focus on how to grow wealth while reducing investment risks. The other topic that Shawn pointed out was how his company shelters your investments against taxes, actually lowering your tax bracket. No firm, nor the bank that I looked at, mentioned how to reduce taxes while investing for retirement. Since I have become a client, my account has grown significantly. His staff is young, confident, vibrant, and very astute on how to grow my account. I have all of the confidence in his staff, that they have my best interests in mind with every decision they make. I couldn’t be happier with my decision to work with this team of experts, and now have new friends who treat me like family!
– Kent C

What a great group of people! Besides great financial advice, Shawn, and his staff make you feel comfortable and part of their family. Whenever we have a question all of them are there to assist. We did not have that experience with our previous adviser. Thank you!

– Constantine V