Putting the Grit into Integrity
Investing and managing your money is a personal and often emotional process. You have worked hard to get where you are and now you want to make sure your money is working for you. At Integrity Financial, we take pride in the effort we put forward for our clients to make sure that we provide accurate financial planning guidance.
Our Approach
Education
Your understanding of your investment strategy is paramount to our process and your success. We prioritize ensuring that you are educated on the financial products that we recommend so you have a clear understanding and confidence in how your money is invested. From educational seminars to one-on-one meetings, understanding how you can make your money work for you.
Optimized Investment Process
Understanding money and financial products can be difficult and at times even terrifying. One of the main concerns we find is that people are afraid of losing their money through risky investments. To help ease our clients’ fear, we use an optimized investment process with the goal of minimizing your risk while maximizing your benefit, based on your risk tolerance and specific retirement situation.
Our People
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

People are what make Integrity Financial work. As a faith-based organization, we take pride in our family values. Our team is inclusive to all, and we extend caring, empathy, and honesty to all of our clients, as we consider them a part of our extended family and graciously share our values with them.
FAQ
Partners
