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!"
Chino Valley Office 909-767-4155
Upland Office 909-599-2800
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It sounds simple, but paying yourself first can really pay off.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
There’s a link between debt and stress.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.