Financial Planning
The Key to financial success
In life, we pass through several phases, each with different financial requirements. For instance, the financial needs of a young married couple differ from those of a retired couple. This is why continuous, long-term planning is essential.
Our experienced financial advisors will design a plan that evaluates your current situation by analyzing your assets, income and expenses to help identify:
- What assets do you need now?
- What can you do to achieve your financial goals?
We will review your plan, helping ensure that your financial plan stays current.
Integrity Wealth will help guide you through the three basic financial steps most people take in life:
Wealth Accumulation
The building of a solid, diversified financial foundation from which to expand over time. During this phase, allocation of money for a home, investments, life insurance and educational expenses is coordinated with tax planning strategies to help ensure that current and future income is utilized effectively. *
Wealth Conservation
The inclusion of a variety of investment strategies and further diversification, designed to preserve assets to help ensure adequate funds for current living expenses and future retirement needs.
Wealth Distribution
The proper allocation of assets to heirs. Good estate planning should provide for the orderly transfer of assets while avoiding unnecessary tax burdens.
We'll design you an easy-to-read plan that can address your current situation while helping establish a long-term strategy for financial independence.
More Services
Financial Planning
We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.
Investment Allocation
Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.
Estate Planning
Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.
Tax Planning
Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.
Retirement Planning
Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?
Education Planning
We can offer support and planning as you set education goals for your children, grandchildren, or yourself.
Recent Blog Posts
Concerned About the Debt Ceiling?
Jeff Coplan takes a few minutes to talk about the conversations around the debt ceiling. Should we be nervous? (3:12 minutes long)
Is It Time To Panic?
Some perspective after a difficult month. I’ve put together a short video regarding the recent fluctuations you may have noticed and to give you some perspective.
