Wealth Management
Wealth Management
Wealth Management
Our Process
Financial Position
We use a unique model for managing personal finance, which turns the financial junk drawer into an organized and cohesive system. View your entire financial world in a single glance, gaining confidence and clarity.
Accumulation & Decumulation
Creating wealth is only half the battle. Ensure you keep as much as possible with our innovative distribution strategies.
Protection
We aspire to align you with the best insurance solutions to protect your wellbeing, assets, and legacy.
Our History
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 CERTIFIED FINANCIAL PLANNER™ practitioner and financial advisors 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. 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 towards a future of wealth and success. Instead of markets and returns, we’ll focus on personal goals and fiscal concern.