Business man Accounting Calculating Cost Economic budget investment and saving concept
Comprehensive solutions for individuals
and small businesses
With emphasis on the financial, marketing and international business areas
Male hands with paper cut family, house model and umbrella on wooden table, life insurance
Financial Protection and Prevention Services
Risk coverage
We offer a portfolio of financial products related to risk coverage

Integral Financial Planning About us

CONCEPT AND ORIGIN

Integral Financial Planning, LLC was created in Hialeah, Florida (United States) to provide business consulting services to small businesses and individuals, with an emphasis on the financial, marketing, and international business areas, and, as a complement, offering risk coverage, through a licensed insurance portfolio for the State of Florida.

Mission

Integral Financial Planning, LLC provides objective, truthful, timely, and feasible business advice to strengthen small businesses and guide potential investors and individuals toward the achievement of their objectives, acting with values of ethics, responsibility, confidentiality, honesty, and respect.

SMALL BUSINESSES: SUSTAINABILITY IN THE USA

Integral Financial Planning, LLC was born committed to improving small businesses life expectancy and sustainability. According to Small Business Association – SBA, 78.6% of small businesses exceed their first year of life, 50% manage to exceed the first five years, and only 33% survive ten years or more. In other words, 67% of the ventures fail to complete a decade of working satisfactorily.

29.6 million small businesses

The previous analysis is relevant because the United States of America has around 29.6 million small businesses that represent 99.9% of all companies in the country and, without a doubt, are the backbone of the national economy by contributing 44% of GDP and the largest generators of employment.

However, the panorama of this type of business is complex because, in addition to the disadvantage of their size, small companies are weak by the outbreak of covid 19: Only 63% of companies were profitable during 2020, and 60% were paralyzed in its operations temporarily or closed forever.

Solution Portfolio

Integral Financial Planning, LLC seeks to support the repair and maintenance of the business fabric of the United States of America, especially by supporting the smallest companies, which are the generators of 52.64% of the country’s workforce, which represents around 125 million jobs.

Without a doubt, low sales and weak cash flow are factors that lead small businesses to failure. Therefore, Integral Financial Planning, LLC offers two lines of business namely:

Business Financial Consulting Services (Financial Planning)

FINANCIAL ANALYSIS, BUSINESS DIAGNOSIS, AND BUSINESS VALUATION

FINANCIAL ANALYSIS, BUSINESS DIAGNOSIS, AND BUSINESS VALUATION

It consists of evaluating the company's capacity to generate liquidity and profitability, based on its core business, in order to design and propose strategies that allow it to take advantage of current and future business opportunities...

More information

Evaluation, analysis and valuation of investment projects

Evaluation, analysis and valuation of investment projects

Application of tools for measuring financial, environmental and social profitability, with sustainability criteria, contemplating the analysis of exogenous and endogenous variables that affect the preparation of the business plan.

More information

International business management

International business management

Diagnosis of opportunities that the international market can offer companies in terms of exports (potential customers), imports (suppliers and supply chain), participation in global value chains

More information

Financial education (training)

Financial education (training)

Design and implementation of face-to-face or virtual conferences, courses or seminars, tailored to each company, on business topics of interest and demand.

More information

Financial Protection and Prevention Services

Risk coverage

Times of uncertainty and the difficulties of the global economy force people to reflect on their reality and financial future. For this reason, citizens must prepare themselves in the best way to face the challenges that life brings through financial planning tailored to their needs and financial possibilities, including short, medium, and long-term objectives.

Therefore, to provide a comprehensive service that complements business consulting, Integral Financial Planning, LLC offers a portfolio of financial products related to risk coverage and the culture of prevention through the marketing of insurance duly licensed for the State of Florida. Insurance is, above all, a financial product aimed at people who need to plan and define strategies to manage their personal and family finances and neutralize or anticipate the risks inherent to their work and personal activities.

Integral Financial Planning, LLC provides insurance for individuals, families, and businesses in the following categories:

Obamacare health insurance

The Affordable Care Act is known as Obamacare. It was signed on March 23, 2010, and promoted by the President of the United States, Barack Obama. It’s a Health Reform aimed at making medical insurance accessible and affordable for everyone.

Medicare health insurance

Medicare is a federal health plan. It started in 1965 and was initially available to people 65 and older. Later it was expanded to include people with specific disabilities and kidney failure/end-stage renal disease.

complementary insurance

Supplemental insurance policies can help you pay for out-of-pocket medical expenses, such as copays and deductibles, in the case of a serious illness or accident.

Life insurance

Life insurance is an essential tool in protecting your family’s financial future. They may be your children, your parents, your spouse, or any other member of your family who is financially dependent on you. In the event of your death, the insurance policy pays money to your beneficiaries.

Request more information

Enter your information and we will contact you soon.

Discover the benefits you can have with a $0 monthly premium.

Call now

Fill out the form and we will contact you

Has your situation changed recently? You may be eligible for Health Insurance at a low cost.

If you are currently in any of the following situations:

Why should I have a Health Insurance in the United States

One of the main causes of bankruptcy in the United States is caused by the large medical debts that arise after going to a hospital without medical coverage or with a health plan with limited benefits.

Having health coverage avoids this and is also the way to guarantee the necessary check-ups to have preventive care that allows us to stay healthy, and to have an early detection of any medical condition.

It is for this reason that at Entérate Insurance we are committed to helping you find health insurance adapted to your needs and budget.

Having Health Insurance is the first step to protect your well-being and that of your loved ones.

Blog

¿A future with global value chains or autarky?

¿A future with global value chains or autarky?

Companies that rely on global value chains for their global management face the dilemma of rethinking their production schemes or…
The three dimensions of business profitability

The three dimensions of business profitability

The objective of this publication is to share an analysis that generates participation and constructive reflection, especially by those who…
The value of the new labor chains

The value of the new labor chains

The objective of this publication is to share a reflection inspired by the transformation of labor relations between state or…
WeCreativez WhatsApp Support
Our customer support team is here to answer your questions. Ask us anything!
👋 Hi, how can I help?

Solicitar mas información