Integrity Financial is Your Key to Financial Confidence.
Life is so many moments in time. Yet all of those moments added together are your journey and adventures, as well as your challenges and struggles. We all travel down many financial roads throughout our lifetime. The "financial roads" are often difficult to navigate, and alone, well, even more difficult.
We want to help make sense of the "financial direction" you are taking, and whether you need to make a turn, stay the course, or simply adjust the navigation a bit.
It's YOUR journey. We look forward to walking it with you! At Integrity Financial we believe integrity must be a part of all of our discussions, reviews and decisions. Integrity must be what you feel and receive from us each and every time we talk, meet or work together for you and your family.
There are many approaches to financial management, The various approaches should be understandable, not confusing or or difficult to wrap your hands around.
At Integrity Financial, we will customize a strategy for you, because there is only 1 you, and the strategy needs to fit you and your journey. We'll take the time to listen, then share our ideas, recommendations, experience to help you have the best understanding of any strategies presented and decisions to be made. Integrity Financial is affiliated with Cetera Advisor Networks, which brings an additional level of experience, tools and more.
Thank you for honoring Integrity FInancial with Your Business and Your Financial Confidence.
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Newsletters
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Credit Card Debt
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.