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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Daniel C. Caswell, CPA - Integrated Wealth Strategies is a financial advisory firm located in Austin, Texas, focused on helping clients build a lasting financial legacy as they prepare for retirement. Utilizing The Integrated Wealth Blueprint, the firm assesses clients' financial situations, evaluates their retirement needs, and crafts personalized strategies to achieve unique retirement goals. Committed to integrity and transparency, the team at Integrated Wealth Strategies ensures that all recommendations are made in the best interest of their clients. They also offer educational seminars and resources to enhance understanding of retirement income strategies and wealth management. Generated from the website