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Financial Planning & Wealth Management

Financial Planning

A future of wealth and success for your employees equates to a future of wealth and success for your business. And when it comes to finances, who better to trust than those already familiar with your long-term goals and aspirations? As your benefit specialists, our approach goes beyond the number in your savings account. We know what’s important to you, so we take a holistic approach in getting you where you want to be today, tomorrow, and twenty years from now. Integrity Benefit Partners’ Financial Planning team offers expertise in multiple areas of finance:

  • Financial Position and Goal Setting
  • Risk Management
  • Wealth Accumulation
  • Retirement Planning
  • Tax Planning*
  • Estate Planning*

Our Financial Planners and CERTIFIED FINANCIAL PLANNERTM Professional can help your employees to organize and create a financial roadmap that includes budgeting, controlling expenses, and integrating plans for retirement, education and wealth protection. From the first meeting to regularly scheduled meetings thereafter, it will be clear to your employees that this relationship revolves around them. Our team is your support system, both in-person and virtually.

*Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Wealth Management

Wealth Management is an ongoing and evolving process. As life changes, the specialists at Integrity Benefit Partners will remain committed to keeping you on track to a future of wealth and success. Instead of markets and returns, we’ll focus on personal goals and fiscal concerns.