Integrity Financial & Insurance Services

About

Integrity Financial and Insurance Services, The IFIS Group, develops tailored financial plans for individuals, couples and businesses using prudent wealth planning techniques.

Our mission is to get to know and understand your needs, wants, and long-term goals. Then work in partnership with you to develop customized financial and risk management strategies that CREATE, BUILD, and PROTECT Legacies.

By focusing on building long term, mutually beneficial relationships with our clients, we strive to create a family-type atmosphere in which our clients truly feel as though their financial interests and well-being are the priority.

Founded in 2008, Integrity Financial and Insurance Services was borne out of the coming together of four very distinct individuals who found common vision in the concept of developing a truly client-centric financial planning company. To that end we are committed to working in partnership with our clients to develop customized financial planning and risk management strategies to CREATE, BUILD and PROTECT Legacies.

We invite you to visit with us and learn about the powerful risk management and financial strategies we employ to fit your specific needs.

"INTEGRITY"
"Always doing the right thing, even when no one is looking!"

HOW CAN I HELP YOU?
- Retirement Investment Strategies: Ira, Roth IRA, No Risk-Investment Accounts,
Taxable vs. Tax-Deferred Savings
- Investment Planning: Mutual Funds & Managed Accounts
- Business Planning: Tax Reduction Methods, Group Benefits and 401k Plans
- Life Insurance: Term, Whole, Universal, Indexed, Disability & Long Term Care
- Health Insurance - Group/Family/Individual Health, Medicare Supplements and Advantage Plans
Long Term Care
-Medicare: Turning 65 in the next 3-4 months? Get help to enroll & pick a plan.
- Estate Planning: Living Trust, Will & Planning your Estate

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