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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!"






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A Fruitful Retirement: Social Security Benefit

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Taking your Social Security benefits at the right time may help maximize your benefit.

 

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Estimate how much of your Social Security benefit may be considered taxable.

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

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

The Power of Tax-Deferred Growth

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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