Our Services

T.I.P.S. 4 REPS

Integrating the 4 Lines of Discipline

We work with manufacturer’s representative business owners across the United States. Our team integrates your tax-managed plan in conjunction with the other disciplines you may need to take your business to the next level, grow your own personal net worth, protect your financial interests and assets, and exit, sell your business someday. The business and wealth management disciplines that we bring together for you are below.

The 4 Lines of Discipline:

Tax Managed Planning
Investment Management
Protection Planning
Succession Planning

Schedule an Appointment

Get Your Tax Managed REPort Card Score!

Answer these 10 questions and you will have your custom Scorecard score that will gauge how well your current Tax Managed plan is doing!

Get My Score!

Tax Managed Planning

We can help you determine if your plan to mitigate taxes drives you toward your goals in conjunction with your greater financial plan, including your investments, protection and succession. The 10 Laws of Tax-Managed Planning© can help. Download our whitepaper and see page two to learn more. As always, call us if you have any questions!

Download Free eBook: The Taxed to Death Life Cycle™

Investment Management

The goal of prudent investing is to achieve returns that help you attain your accumulation and retirement goals with the least amount of risk. While no one methodology is perfect, we at T.I.P.S. 4 Reps have created our own proprietary 10 Laws of Investment Management™, that has, at its core, the goal of achieving desirable investment gains with lower risk, volatility and taxes.

Download Free eBook: The 10 Laws of Investment Management™

Protection Planning

Protection planning includes assessing the risks your business faces in terms of its assets as well as its potential loss of key people that could spell the end of the firm. Our team seeks to create strategies to offload multiples risks away from you, your family, your partners, and your firm, shifting those risks over to insurance companies. We are committed to helping you find affordable and tax-advantaged solutions.

Succession Planning

The ‘10 Laws of Succession Planning™’ is our proprietary process that seeks to optimize a plan to pass your business to the next generation or the next owner, while attempting to incur the least amount of taxes, allowing you to transition into the retirement you deserve. Learn more by downloading this whitepaper, and contact us to learn more.

Download Free eBook: The 10 Laws of Succession Planning™

Watch Now: Educational Videos & Media Appearances

Our goal at T.I.P.S. 4 Reps is to make financial concepts simple to understand. We believe that properly educating our clients means making the information engaging and easy to absorb. Discover key T.I.P.S. (Tax planning, Investment management, Protection, and Succession) in our featured videos.

All Our Resources

Schedule a Complimentary Conversation!

To schedule a meeting with us, call us at (440) 258-5135, or fill out this form and we will contact you. We look forward to speaking with you!

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.