Integrity Wealth Welcomes
Dave Ramsey Fans!
Save. Stay out of debt. Plan for the long run.
Take Baby Step #4 or #5 with us.
If you’ve seen the “5 Interview Questions to Ask Your SmartVestor Pro,” you are ready to ask about our experience and investing philosophy. Here’s a little preview:
Founder of Integrity Wealth and Financial Advisor at Raymond James, Jeff Coplan has nearly 20 years of experience in the field. Because we believe that experience managing investments through the ups and downs of market cycles is a key factor in advisor experience, we’re proud to have helped clients navigate through the 2002 and 2008 market downturns.
We believe in high quality investment portfolios with long track records and evidence of consistency over time. We believe in low maintenance investment structures, typically maintained annually. Taking into account your risk tolerance, we’ll make recommendations of investments that most closely match your financial plan.
Contact us today!
We are happy to schedule an initial conversation at no cost or commitment.
FOLLOW UP CONVERSATION
Your Best Interests
We prefer to structure advisor compensation on a percentage basis, which means we have an incentive to see growth in your assets, through both appreciation in value as well as your ongoing regular deposits.
Compensation is based on the value of the funds we handle for you rather than on a commission to buy and sell investment products. Our goal is to make compensation straight forward; we are free to make the investment recommendations that most closely align to your needs.
Dave Ramsey and SmartVestor
A personal money management expert, author and syndicated radio host, Dave Ramsey is known for his financial literacy programs and has helped thousands of families live their lives debt-free and financially independent. The SmartVestor Program links families to financial providers who give recommendations consistent with Dave Ramsey’s philosophies on debt and investing. SmartVestor Professionals are vetted and agree to a strict code of conduct to provide unbiased products and services.