Broker Check

Our Services

Financial Planning

Financial Planning

Help You Pursue Your Goals

Our first priority is helping you take care of yourself and your family. We do this by learning about your personal situation, identifying your dreams and goals, and then we create a plan to help you reach them. 

Long term relationships built upon mutual respect and trust, and that encourage open and honest communication are a distinguishing factor of our practice.

Investment Management

Investment Management

Investing in Your Financial Future

We will build and manage an investment portfolio that is tailored to your personal situation taking into account your goals, risk tolerance, time horizon, tax considerations, and any other factors we need to consider.

Also, we will conduct periodic reviews with you to make sure that your investments are still appropriate for your situation and make adjustments as necessary.

Retirement Planning

Retirement Planning

Mapping Your Path to Retirement Success

Retirement planning consists of both planning for and living in retirement. We have over 28 years of experience working with retirees. We can help you design a plan to make sure you are ready to retire at the appropriate time.

Also, once you are retired, we help you to make sure you are taking distributions from your financial resources in a tax efficient manner and that they will last over your lifetime.

Estate Planning

Estate Planning

Protecting Your Legacy and Family

Estate planning is a very important part of having a comprehensive financial plan. Account registrations, beneficiary forms, wills, and trusts all can play an important part in making sure that the proceeds of your estate are used to leave a legacy for those that you wish to provide for. We can help to make sure that everything is in order for your wishes to be carried out.

Tax Consideration

Tax Consideration

Simplifying Your Tax Planning Process

Taxes are an important consideration when growing one's wealth, and also in knowing how to best take retirement distributions after one is retired. They also can be an important factor when knowing how to best transfer assets after death. We know how to help you to be tax efficient with your finances in all of these areas. We will give you guidance, so that your financial plan is tax smart and tax efficient.

Beneficiary Assistance

Beneficiary Assistance

Ensuring Your Family's Financial Security

Dealing with financial affairs in the aftermath of a loved one's death can be a very difficult thing to do. Decisions have to be made, and their importance can add to the stress and anxiety that one may be going through. We can help navigate the challenging financial aftermath, and prepare for the next steps in life.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

integritywealthadvisorgroup@lpl.com   |  731-249-5305

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Stocks
Bonds
Mutual Funds
Exchange Traded Funds
Closed End Funds
Annuities
Structured Products
REIT's
Alternative Investments
Commodities

Financial Planning

Retirement Planning
Estate Planning
Tax Planning
Business Retirement Plans
IRA's
Roth IRA's
College 529 Plans

Insurance

Life Insurance

Long-Term-Care Insurance