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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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.