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!"
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Here are 4 great, and sometimes unexpected, places to raise a family.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about what risk tolerance really means in this helpful and insightful video.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.
Investors seeking world investments can choose between global and international funds. What's the difference?