Process

“Live so that when your children think of fairness, caring, and integrity they think of you.” H. Jackson Brown, Jr.

As a family-owned and operated business, this resonates with us. We strive to uphold the highest level of integrity at all times - both at work and at home. Our disciplined process reflects our firm’s fierce dedication to integrity and to serving the best interests of our clients at all times.

1. The Fit Meeting: Choosing the right financial advisor is important. Which is why we take time to disclose our process, fees and investment philosophy before asking you to commit. Every successful long-term relationship began with mutual understanding, respect and common ground. We hope to build a lasting partnership with you that is rooted in integrity - so let’s meet and see if our values align.
2. The Planning Meeting: Where do your current finances stand? Where do you hope to be in the next five years? 20 years? During our second conversation, we will get to know you so we can design a financial plan honoring your short- and long-term goals. Your strategy will incorporate investment and risk planning to ensure a well-rounded, personalized plan.
3. Implementation: Once approved, your plan will be implemented. We will monitor it and make changes when your life or the markets demand.

Whether you are a young professional in need of financial coaching, a retiree seeking wealth preservation strategies, or a business owner looking to revamp your corporate retirement plan - Integrity Wealth Advantage can help you reach your goals.