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!"
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Marriage changes everything, including your insurance needs.
This article will help your clients with blended families think and prepare their estate strategy.
What role would taxes play in your investment decisions?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Time and market performance may subtly and slowly imbalance your portfolio.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Doing your research is key before buying a vacation home.
The market is as unpredictable as the weather. We'd love to help you prepare.
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?