Providing you and your employees with the protection and peace of mind your families deserve
We offer a wide variety of services all geared to help you with your financial goals.
We can help you build a retirement and exit planning strategy that serves you and your employees.
Let us ensure your retirement plan offers best in class funds without the hidden fees.
With over 100 years' collective experience, we'll help secure your legacy for future generations.
Real experiences from our clients.
"Bill has been instrumental in managing our employee benefits, including our 401(k) and 457 plans. He is incredibly easy to work with and takes the time to explain complex financial concepts in a way our staff can understand.
Bill is fantastic at communicating our benefit packages to our board of directors. He has also provided valuable advice and education to our employees, helping them make informed decisions about their money. Our organization has expanded exponentially over the years from just five employees to almost 900. Bill has been there every step of the way to support us in this growth.
Bill has been my go-to financial advisor for all my personal planning needs. As I approach retirement, Bill has taken the time to review my financial situation and has given me confidence that I am well-prepared for this next chapter. We've taken special care to ensure my children, some of whom are not independent, will be appropriately supported.
His kindness, patience, and ability to communicate effectively set Bill apart. He has been a trusted partner in our organization's growth. I value the stability he brings to our financial planning.
*Patti Walker is a client of Bill DiCristofaro and Integrity Benefit Partners. Patti Walker was not compensated for her testimonial. This testimonial is from select clients only and may not be representative of all client experiences.
"I hired Integrity Benefit Partners to analyze our pension vendor and portfolio and report the findings to the town. We decided to put the benefits package out to bid, after which Bill returned with a recommendation for a new record keeper and portfolio. He helped us understand our current retirement plan, portfolio, and associated fees, and he showed us what was available to us in the market.
Bill took a hands-on, consultative role, meeting with the employees and answering all their questions, which were many. The IBP team provided both employee-wide and 1-on-1 meetings. Many employees came to those meetings with their spouses because they had spent decades with the town accumulating their retirement savings. Bill walked them through the process, giving them the confidence to move forward.
The concerns the employees had were real, and we took them seriously. I was happy to have IBP behind me. It required a lot of knowledge, and Bill and his team brought decades of experience."
*Mark B Walter is a client of Bill DiCristofaro and Integrity Benefit Partners. Mark B Walter was not compensated for his testimonial. This testimonial is from select clients only and may not be representative of all client experiences.
"One particular experience that stands out is when I reached out to Bill after a market crash over 10 years ago. He promptly responded and helped me create a comprehensive financial plan to get back on track. We set short-term and long-term goals, and I was impressed by how we stuck to those goals over the years. Having a written plan and knowing the direction we were heading was a game-changer for us.
In addition to individual financial planning, Bill has also been instrumental in setting up our company's retirement plans, including a 401(k) and profit-sharing plan. Our employees are very happy with the plan and appreciate the opportunity to benefit from the company's growth and success. The retirement plan itself has played a significant role in employee retention. Offering these types of benefits has helped attract and retain top talent, and our employees even
recognize the value of working with Bill.
I highly recommend Bill and Integrity Benefit Partners to anyone seeking expert financial advice, retirement planning solutions, and worksite employee benefits. Bill's commitment to his clients and his ability to deliver results are truly exceptional. I'm grateful to have him as part of my financial team."
*Dr. Ronald Jurzyk is a client of William DiCristofaro. Dr. Ronald Jurzyk was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
Retirement plans and employee benefit programs can be overpriced, one size fits all. The IBP Model TM offers a tailored strategy that serves the needs of the participants and plan sponsors. We identify fees that can drain your retirement funds, offer worksite benefit programs your employees will love, and elevate wealth management with leading edge guidance and financial solutions. The model is designed to provide you and your employees the protection and peace of mind your families deserve.
We spend 30 minutes together to discuss how we can help you.
If we decide we are a good fit, we schedule our next meeting and get started right away to develop a custom plan designed to achieve your vision.
By implementing the model, you can systematically optimize your financial position which can create more freedom of time, money, relationships, and purpose.