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(301) 835-0049
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Life Only Gets More Expensive
     Let's Plan For It

Our first priority is helping you take care of yourself and your family.  We want to learn more about
your unique personal situation, identify your dreams, goals, and understand your tolerance for risk. 

Schedule a Call

OUR APPROACH

At Integrity Financial Group our process begins with careful listening and in-depth evaluation of your current situation. Once we've established your overall objectives, we’ll focus on your specific goals. 

Our main focus is on, helping individuals develop sound holistic Risk and Wealth Management strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and strategies, and take the mystery out of Investing, Insurance, Estate Conservation, and Managing Wealth. We understand the challenges of retirement and will ensure that your money outlives your golden years.. 

Complementary
Discovery Meeting

Complimentary Confidential Conversation, as we believe it is critical that you find a financial planning firm that not only listens well and asks the right questions, but one that you believe will meet and exceed your expectations.

Review Your Snapshot

We review where you are in your life and
wealth management journey as we seek to
understand your current situation and goals.
All of our energy, commitment, and efforts
are focused on Understanding
Your needs and Your satisfaction.

Explore Options

We collaborate with You and review your
best possible options for managing
debt to saving for Kid's college, Your
family needs or Your Retirement etc.
These personal finance challenges
can be overwhelming.

Your Advisor
During Implementation

We believe in thinking “out of the box”
and we are not afraid to challenge
conventional wisdom in our approach
to investing and managing wealth. 

Proactively Assess and
Manage Holistic Plans

Although we have periodic meetings
to review how things are going,
we proactively reach out to you
when opportunities arise.

Building Your
Legacy Impact

We want to help you develop, implement,
and monitor a strategy that’s designed to
address your individual situation and
help you work toward your short- and long-term goals.

Many of the financial situations and needs we experience in a lifetime; boil down to three key areas: Risk Management,
Wealth Accumulation, Wealth Management, and Distribution. 
We help you at each stage with the needed strategies.

PERSONAL STRATIGIES


PERSONAL INSURANCE COVERAGES

  • Life Insurance; Term & Permanent
  • Disability Income Insurance
  • Long Term Care Insurance
  • Tax Minimization Strategies 
  • Be Your Own Banker Strategies 

INVESTMENTS

  • Asset Allocation Studies 
  • Customized Investment Plans
  • College Funding /529 Plans, 
  • Private Pensions 
  • Tax Efficient Retirement Plans

FEE BASED FINANCIAL PLANNING

  • Advisory Services & Comprehensive Plans
  • Asset Allocation Reviews 
  • Education Funding Analysis
  • Tax Optimized Investment Planning
  • Retirement Planning

ESTATE PLANNING STRATEGIES

  • Charitable Giving
  • Deferred Giving
  • Revocable Trust Funding Strategies
  • Irrevocable Trust Funding Strategies

BUSINESS STRATEGIES


OWNER-PARTNER STRATEGIES

  • Succession Plan/Continuity 
  • Buy/Sell Agreement Assistance, Death/Disability Funding 
  • Key Person Death or Disability Coverage   
  • Overhead Expense Coverage
  • Funding Employment contracts 
  • Tax Minimization Strategies

FAMILY BUSINESS STRATEGIES

  • Continuity Plan
  • Multi-Generational Transitions
  • Goals and Asset Coordination to
       Maximize Tax Advantageous Estate 

EXECUTIVE BENEFIT STRATEGIES

  • Selective Benefit Services 
  • Supplemental Retirement Plans
  • Disability Income Insurance 
  • Long Term Care Planning
  • Death/Disability Funding 

RETIREMENT PLAN STRATEGIES

  • Qualified Plans;401(k), 403(b), Defined Benefits
  • Non-Qualified Plans; 456(b) and 457(f) programs
  • 3(21) Co-Fiduciary Services 
  • Investment Fee Benchmarking 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

CLIENT CENTERED

At Integrity Financial Group, our focus is on cultivating long-term, multigenerational relationships built on trust, transparency, and honest communication. In every recommendation we make, we hold ourselves to the same standard we would expect for our own families and businesses.

Schedule a meeting, send a quick email, or call our office.
Let's get to know each other and see how we can help!


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