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A Fruitful Retirement: Social Security Benefit A Bucket Plan to Go with Your Bucket List Investments Surprises

Welcome

Integrity Financial and Insurance Services, The IFIS Group, develops tailored financial plans for individuals, couples and businesses using prudent wealth planning techniques.

By focusing on building long term, mutually beneficial relationships with our clients, we strive to create a family-type atmosphere in which our clients truly feel as though their financial interests and well-being are the priority.

Founded in 2008, Integrity Financial and Insurance Services was borne out of the coming together of four very distinct individuals who found common vision in the concept of developing a truly client-centric financial planning company. To that end we are committed to working in partnership with our clients to develop customized financial planning and risk management strategies to CREATE, BUILD and PROTECT Legacies. 

We invite you to visit with us and learn about the powerful risk management and financial strategies we employ to fit your specific needs.  

"INTEGRITY"

"Always doing the right thing, even when no one is looking!"






Helpful Content

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprises

Making the most of surprises is a great reason to work with us.

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