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.
"Always doing the right thing, even when no one is looking!"
Rightsizing for Retirement
What does your home really cost?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The true cost of raising a child may be far more than you expect.
Important items to consider when purchasing condo insurance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What does the Tax Reform and Jobs Act mean for you?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.