At Integra Financial Planning, We Have The Insight To…

Preserve income. Protect loved ones.Retire with confidence.

At Integra Financial Planning, LLC, our mission is to guide individuals and couples toward retirement with clarity, confidence, and lasting peace of mind. We understand the weight of making decisions about your life savings after years of hard work and financial discipline.

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Discover the Confidence of Clear Financial Planning

Preserve Income. Protect Loved Ones. Retire with Confidence.

As financial strategists, we know how challenging it can be to make confident decisions about your life savings. You’ve worked hard and stayed committed through market ups and downs. Now, we’re here to help you gain clarity, build a reliable plan, and move into retirement with confidence and peace of mind.

Our unique process is designed to give you clarity, confidence, and control—so you can focus on living your life, not worrying about your finances. We understand what many advisors often overlook: this isn’t our money. It’s yours. And that’s exactly how we treat it—with the care, respect, and responsibility it deserves.

Let’s craft a retirement plan built for your peace of mind—schedule your free consultation today!

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A Strategic Approach Beyond The Ordinary
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Are Your Retirement Savings On Track?
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Maintain Income For Life with Strategic Planning
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Integra Financial Planning

Interested In Attending Complimentary Educational Retirement Planning Seminar Or Event?

At Integra Financial Planning, we provide the insights and tools you need to build a confident, successful retirement. Attend one of our workshops and take the first step toward making your retirement goals a reality.

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Learn Who We Are

Meet Integra Financial Planning, LLC

Aaron Ulrich is the owner of Integra Financial Planning, LLC and has been a licensed financial advisor since 2008. A graduate of University of Louisville where he majored in Finance, he has been helping families and individuals plan for retirement for nearly 20 years. A fiduciary, Aaron holds his Series 65 Investment Advisory designation, as well as Kentucky life insurance license.
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See How We Help Our Clients

Helping You Define Your Vision for Retirement

At Integra Financial Planning, we make your financial plan easy to follow and tailored to your needs. With one-on-one guidance, we help you feel confident and cared for every step of the way. Our comprehensive plans are designed to help you reach your goals. Let’s talk about how we can help with:

Financial Planning

We help you make informed financial decisions and navigate the complexities of planning, ensuring you’re well-prepared for a secure and confident future.

how?

  • Tax Planning
  • Income Planning

Retirement Planning

Retirement looks different for everyone. To us, it means helping our clients live life on their own terms, at a standard that works for them.

how?

  • Annuities
  • Legacy Planning
  • Social Security Optimization

Wealth Manangement

Need help managing your wealth or planning for the long term? Let’s chat about your goals and how we can help you make the most of what you’ve worked for.

how?

  • Wealth Accumulation
  • Investments

3 Colors that Put you in control of your finances

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Integra Financial Planning, LLC

It’s What Separates Integra Financial Planning From the Others

At Integra Financial Planning, we specialize in helping individuals and couples protect their wealth, secure predictable income, and keep more of what they’ve earned. As a fiduciary, we craft tailored strategies focused on financial security, tax efficiency, and peace of mind—so you can enjoy retirement without worry.
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Peace of mind in retirement— for you, your family, and your financial future.
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Business Hours
  • Mon - Fri: 9:00 am - 6:00 pm
    Sat - Sun: Closed
Location
  • 10501 Meeting Street
    Prospect, KY 40059

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

Aaron Ulrich is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Integra Financial Planning, LLC and CoreCap Advisors are separate and unaffiliated entities.

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