"Your Trusted Partner for Comprehensive Financial Planning and Personal Index Portfolios"
Our mission is to provide our clients with personalized, objective, and comprehensive financial planning and wealth management services that help them achieve their financial goals while adhering to the highest ethical standards.
With over 50 years of combined experience in the financial services industry, our team holds an array of certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA) designations. We specialize in retirement planning, investment management, tax and estate planning, tailoring our services to meet each client’s unique needs.
We are a fee-only financial planning firm, which means we are compensated solely by our clients, not by commissions or incentives from product sales. This model ensures transparency, objectivity, and alignment of interests, allowing us to provide unbiased advice that is focused solely on helping our clients achieve their financial goals.
As fiduciaries, we are legally bound to always act in the best interests of our clients. This commitment sets us apart from other financial advisors who may prioritize their own interests or those of their employers. We uphold the fiduciary standard by avoiding conflicts of interest, providing unbiased advice, and continuously monitoring our client’s financial plans to ensure they remain on track to achieve their goals.
Integrity Financial Planning is independent, free from any outside influence or pressure from investment companies or insurance providers. This independence allows us to provide our clients with a customized approach to financial planning, selecting the best solutions and strategies based on their needs and objectives.
We bring a wealth of knowledge and expertise to every client relationship. With backgrounds in financial planning, investment management, and tax planning, we are well-equipped to help you navigate the complexities of your financial life.
Our Commitment To You
We are a proud member of the Institute for The Fiduciary Standard. Our business is built around providing services, not selling products. We do not accept commissions for products you purchase as a result of your financial plan or investment portfolio. When you hire us to help manage your financial future, we become your partner. Our role is to create and manage your financial plan, keeping you informed each step of the way.
