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1126 West Foothill Boulevard
Suite 200
Upland, CA 91786
(909) 599-2800

13721 Roswell Avenue
Suite A
Chino, CA 91710
(909) 767-4155

 
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!"

Chino Valley Office 909-767-4155

Upland Office 909-599-2800





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Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

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Lots of Variables with Fixed-Rate Mortgages

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Retirees traveling abroad need to know that their health insurance travels with them.

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Keeping Good Records is Good Business

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Use this calculator to estimate your capital gains tax.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

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

Disability Income

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Inflation and Your Portfolio

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Surprises

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

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