WealthTrac FORMula

At Integrity Wealth Management, clients come first!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your goals, dreams and family situation. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your own personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis in subsequent years to discuss and update your financial plan and financial roadmap. We pride ourselves in superior client services and regular client communications to keep you informed of economic updates and appropriate tax law changes.

Some of the ways we stand out from other firms include:

• Our strong menu of client services which includes a comprehensive review of: tax reduction strategies; estate documentation; insurance coverages; and retirement strategies.
• Our frequent and regularly scheduled meetings with clients to update specific plans and discuss personal situations.
• Our strong and consistent calendar of high quality newsletters, tax reports, other reports and articles.
• Our frequent schedule of client educational and appreciation events.
• Our personal service that features our best and most current ideas, recommendations and solutions.