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!"
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The true cost of raising a child may be far more than you expect.
The tax rules that govern donating art are complex and confusing. Take a closer look.
A letter of instruction provides additional and more personal information regarding your estate.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Do you have an estate strategy? You should.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?