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!"
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn a little about worldwide currency in this fun infographic
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
As a small business owner, you’re used to having to rely on yourself for everything from retirement planning to health insurance. Saving for your children’s college fund is no different. It may seem like a daunting task, yet there are strategies you can use to help fund your children’s education.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When you retire, how will you treat your next chapter?
The decision whether to buy or rent a home may have long-term implications.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about cyber liability insurance in this entertaining video.