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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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.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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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.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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.