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.
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 Preserving 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.
We collaborate with You and review yourbest possible options for managingdebt to saving for Kid's college, Yourfamily needs or Your Retirement etc.These personal finance challenges can be overwhelming.
Your Fiduciary 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 preserving 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 meet your short- and long-term goals.
PERSONAL INSURANCE COVERAGES
FEE BASED FINANCIAL PLANNING
ESTATE PLANNING SOLUTIONS
FAMILY BUSINESS SOLUTIONS
EXECUTIVE BENEFIT SOLUTIONS
RETIREMENT PLAN SOLUTIONS
We cultivate Long-term multi-generational trust based relationships that encourage open and honest communication have been the cornerstone and foundation of our success.
“In serving my client, I shall recommend that course of action which I would apply to myself or my family & business in the same situation.”
- Vijay Khetarpal
email@example.com | (703) 287-7140