Our first step is to get to know you and your concerns. Your personal financial plan will encompass:
- A review of your current financial picture (including retirement objectives)
- A review of your short and long term goals
- A financial game plan to get you where you want to be
Wealth Management Coaching
Integrity Wealth Consultants offers fee-based independent financial planning to help you access, develop, and monitor your financial program. We coordinate resources and professional expertise to help you reach your goals and to meet your unique needs. Our goal is to offer solutions to your concerns and provide you with financial confidence.
Business Financial Coaching Business planning and personal financial planning are often intertwined. A well-coordinated plan is a critical component of a solid financial plan. Integrity Wealth Consultants partners with owners and key employees to develop a winning game plan that strives to reduce taxes, increase investments, and prepare for expected and unexpected events. Financial business planning needs include:
- Employer-sponsored retirement plans including solo 401(k)s
- Executive benefit planning
- Tax planning for the self-employed
- Taking full advantage of business deductions
- Risk management planning
- Business succession planning
*Fixed insurance products and services offered by Integrity Wealth Consultants.