Our vision is to be known as experts in the fields of retirement income planning and wealth management. We are the premier resource for those wanting to safely plan their retirement and wealth preservation. By creating financial and emotional comfort, clients can move through retirement ignoring market commentary and the gossip of peers. Our job is to empower clients so they will enjoy life and its experiences.
We take the time to understand your goals, needs, challenges, and attitudes before we implement a financial program. Your money can serve you more effectively if we advocate a course of action you feel comfortable with. By actively participating in the planning process, you retain control each step of the way.
After we assess needs and goals, we will suggest a mix of options to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.
When we implement your investment program, we at With Integrity Wealth Management monitor your investments’ performance and consult with you regularly to ensure that the program continues to reflect your current goals.
To preserve your wealth, we focus on conservative wealth management geared to your personal needs, values, goals, and risk tolerance. To that end:
- We weight your portfolio with investments that include corporate and government-issued bonds, municipal bonds, mutual funds, closed-end funds, fixed and variable annuities, and REITs.
- We can and do access other investments, including stocks, per your request and as they meet your tolerance for risk.
- We can design your portfolio to help provide a steady income stream independent of the ups and downs of the stock market.
- We focus on maximizing yield, which we believe provides a better route to securing and growing your wealth.
- Risk management with life insurance and long-term care insurance strategies.