We believe a comprehensive financial plan is the core of any long-term investment plan.
A common misconception is that investing on its own is a financial plan. Investing is not just about growing a portfolio, it is about developing an investment plan aligned with individual goals. Whether it is generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, your goals come first in developing an investment strategy.
Our personal financial planning process allows clients to make major life decisions and to save adequately for important goals like retirement and their children’s education. The plan development includes: analysis of household cash flow – current spending and saving, evaluation of tax situation and strategies, retirement cash flow planning, insurance assessment and estate review.
Financial planning is included in the asset management fee for clients with over $500,000 assets under management. For assets managed under $500,000, financial planning is charged per project at Integrity Wealth Solutions discretion.
Our Financial Planning Services Include:
Retirement Income Planning
Estate & Charitable Gift Planning
Business Planning
Investment Planning & Management
Portfolio Tax Planning
College Education Funding
Insurance Review
Start Planning Today!
“A goal without a plan is just a wish.”
– Antoine de Saint Exupery