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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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.