Integrated Retirement Investment Solutions, LLC (IRIS) provides non-investment-professional-related services under the trade name of T.I.P.S. 4 Reps (T4R). IRIS /T4R is a state-registered investment adviser with its principal office in the State of Ohio. Registration does not imply a certain level of skill or training. IRIS/T4R is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors should consult an attorney or tax professional regarding their specific legal or tax situation. Viewers should not use this content as the sole basis for any business planning, tax, legal, or other decisions. Rather, tailored professional guidance should be sought, and independent due diligence should be conducted before implementing any of the options referenced. The firm’s experience in working with particular client types should not be viewed as the sole determining factor in obtaining or retaining its services and does not guarantee success. The effectiveness and potential success of the firm’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and other factors. No client is under any obligation to accept or act upon the recommendations provided by IRIS/T4R. IRIS/T4R cannot guarantee the performance or success of its investment or planning strategies, including those discussed herein. Past performance does not guarantee future results, and all investments come with risk, including risk of loss. We cannot rely on e-mail requests to authorize, direct, or affect the purchase or sale of any security, wire transfer, or to affect any other transactions. Such requests, orders, or other instructions sent by email will be confirmed verbally prior to their anticipated execution. Please remember that it remains your obligation to contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Until we are so notified, we will continue to rely upon and provide our services pursuant to your most recently provided information. Additionally, we recommend you compare any account reports from our firm with the account statements from your accounting custodian. Please notify us if you do not receive statements from your custodian on at least a quarterly basis. Please see our Disclosures page for further information. For more details on our services, fees, and material conflicts of interest, please see our current disclosure brochure, available here: Form ADV Part 2
Please see our Disclosures page for additional information on the professional credentials discussed herein.
