JORDAN BRAUNSTEIN
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Welcome To...

Integrative Wealth strategies

meet us
Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
 

About Us


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Jordan Braunstein | President Integrative Wealth Strategies- Financial Advisor
schedule a time to meet with Jordan

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Laurence Braunstein | Advanced Planning Director
Michael Jarjoura | New Business Director
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Lauren Ayers | Client Relations Director

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Chris McManus | Life Insurance Director

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Demikel Shankle | Health Insurance Director
 
Our Services
What We Do For Clients

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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.          

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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
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College Planning
how can we help you?
 

Sequence of Returns

Understand why the ups and downs of the stock market can have such devastating affects on your retirement IF you’re drawing income.
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Registration Form

Please fill in the form below.

 
We Love To Meet New People!
Contact Us

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MAIN OFFICE
1639 rt 10 East
PARSIPPANY, NJ 07054
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EMAIL
[email protected]
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CALL US
(201) 695-3694

Registration Form

Please fill in the form below.

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Phone: (201) 695-3694
Email: [email protected]
The information provided herein is the exclusive property of Integrative Wealth Strategies. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.​ © 2022. Integrative Wealth Strategies

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