Page 11 - Integrity Brochure

Income Tax Planning
At every net worth level, creating a tax-minded portfolio is a must. At Integrity Financial Planning, we’ll work alongside you to develop a strategy that helps minimize taxes and maximizes your portfolio. Our in-house tax professionals will take a look at your specific needs and create a tailored plan that works for you and your financial goals. The best part about our in-house tax department is removing the search for another person to add into your retirement planning mix. We like to take a holistic approach to planning your retirement while reducing some extra work on your part.
Investment Planning
When preparing for retirement, investments
are a huge subject for many. With the waning of pensions and Social Security only providing so much, diversifying your assets is an important part of your retirement plan. When you work with Integrity Financial Planning, you’re working with an experienced team of investment professionals who have the strategies and tools for you to work toward growing your retirement assets.
We’ll take a look at your cash flow and current investments and perform a budget analysis so you’re aware of your overall financial picture. From there, we’ll make an investment plan that makes sense for your portfolio.
Legacy Planning And Charitable Giving
Creating a retirement plan for today is important, but equally as important is your legacy plan for the future. Without the proper plan in place,
your assets could be managed by probate court with little-to-no input from your loved ones. At Integrity Financial Planning, we’ll create a plan that allocates your assets to your loved ones so you get the final say in your final wishes. Perhaps you’d like a portion of your legacy to go to the causes and charities near and dear to you — we can help in that process as well.
Retirement Planning
You’ve been working your entire life toward retirement, but contributions can only go so far. You need a plan in place for your future. Integrity Financial Planning has the experience, strategies, and products to help you develop a plan that reflects your personal retirement goals. Since no one person is alike, we believe the same is true for retirement plans. With products like annuities and retirement income strategies, we’ll create a plan that works for you.
Additional Services We Offer:
• Risk Management and Insurance Review • College Planning
• Business Planning