Our Services

Services Overview

Our vision is to be known as experts in the fields of retirement income planning and wealth management. We are a trusted resource for those who want to safely plan their retirement and wealth preservation. By creating financial and emotional comfort, clients can move through retirement ignoring market commentary and the gossip of peers. Our job is to empower clients so they will enjoy life and its experiences.

We take the time to understand your goals, needs, challenges, and attitudes before we implement a financial program. Your money can serve you more effectively if we advocate a course of action you feel comfortable with. By actively participating in the planning process, you retain control each step of the way.

After we assess needs and goals, we will suggest a mix of options to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

When we implement your investment program, we at With Integrity Wealth Management monitor your investments’ performance and consult with you regularly to ensure that the program continues to reflect your current goals.

Income planning

With our time-tested approach and sophisticated knowledge of financial principles, we collaborate with you to cultivate confidence in your financial plan and a trusting relationship you can count on. Whether navigating your professional rise, saving for future generations, planning for your golden years, or seeking financial guidance during a marital dissolution, we work with you hand-in-hand, every step of the way. 

Wealth management

Investing can be confusing. You may be afraid to take risks or may not be sure which risks to take at each stage of your life.  At With Integrity Wealth Management, we can help you with your investing needs by finding an allocation that is suited for what your goals are today and what they will be far into the future—as we all know things change and life happens! Your risk appetite will also change as you reach each of life’s milestones; we will be here along the way.

Nonprofit

Much in the same way a financial advisor would for any individual, an in-depth comprehensive financial plan can be created for a nonprofit. A comprehensive financial plan made for a nonprofit takes into consideration the mission of the organization as well as its values and goals to create a plan that helps them get there. No organization is the same, meaning the process used to create a plan that best fits a nonprofit’s needs will be unique to its situation and goals, there is no one-size-fits-all plan to financial success. One thing the wealth management team can do is work to grow and protect the funds in which the charity needs to support its mission. This frees board members and volunteers to focus on raising funds, recruiting new supporters, marketing, and accomplishing the mission of the charity. In addition to creating a plan for the financial success of the organization as a whole, a financial advisor can also help employees plan for their personal futures by providing them with retirement solutions.

Conservative wealth management geared to your needs, values, goals, and risk tolerance.

Conservative wealth management geared to your needs, values, goals, and risk tolerance.

  • We weight your portfolio with investments that include corporate and government-issued bonds, municipal bonds, mutual funds, closed-end funds, fixed and variable annuities, and REITs.
  • We can and do access other investments, including stocks, per your request and as they meet your tolerance for risk.
  • We can design your portfolio to help provide a steady income stream independent of the ups and downs of the stock market.
  • We focus on maximizing yield, which we believe provides a better route to securing and growing your wealth.
  • Risk management with life insurance and long-term care insurance strategies.