Financial Planning
Here at Integrity Wealth Management we focus on Advocacy integration which is defined by us as focusing on the intersection of what matters to our clients and what we can control. We use this philosophy to ensure that our clients are integrated and are able to visualize with us a plan that ensures what matters to them is achievable. IWM focuses first on discovery or getting to know our clients and find out more about them in all aspects of life. Additionally, we then design a suitable path for our clients to obtain their goals. Our final step in our process is deploying our plan and integrating it into the lives of our esteemed clients. Integrity Wealth management is able to help allow our clients to generate a plan that is suitable for their lives and then their retirement period. Financial advisors are not meant to focus solely on money, but rather to understand what is important to clients such as family and lifetime goals, and make those entities pursuable
