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360° Personal Planning Roadmap

Identify and organize the puzzle pieces of your personal retirement roadmap. Cross the finish line in control and on your terms.

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360° Business Planning Roadmap

Most business executives are very busy working in their business. Let us help with the critical elements of working on your business.

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360° Estate Planning Roadmap

Being personally involved in making choices about protection and distribution of wealth is as important as making excellent choices about the creation of wealth. 

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 Optimizing Your Financial Road Map

Thank You for visiting our site! If you are new to our site, we have been in business for over 27 years and we design strategies in several key areas:

  1. Retirement exit strategies that identify the target date you can safely retire without running out of money over your life expectancy.
  2. Retirement exit strategies using the Colorado PERA Pension plan as the retirement hub addressing all 10 retirement options.
  3. Social Security exit strategies addressing all 81 retirement options blending both the "restricted application" and "file and suspend" techniques.
  4. Business owner 401K Plan Compliance Review strategies through fi360® to reduce or eliminate fiduciary exposure issues.
  5. Business owner risk defense strategies reducing or eliminating personal and executive liability arising from succession, health, or death issues.
  6. Retirement acceleration strategies through purchasing PERA service credit, with a record of more than 5000 years bought.

Our Mission: To add value, simplify life, increase order, foster education, and enhance self-reliance.

Download Our App - Integrated Investment Group

We’ve built a powerful mobile app that allows you to easily access and share our tools on-the-go wherever you are. Ask us questions, send and receive secure messages, use Risk360 to update your risk profile. access iMony360.com, run your Fit-To-Retire assessment, request an appointment, get directions to our office, receive helpful notifications, and much more.Search for Ben Sarsozo on the App Store or Google play to download the app.

 

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