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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!"






Helpful Content

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Surprises

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

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How to Appeal Your Property Taxes

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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

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Retirement Plan Choices for Small Businesses

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Do you have an estate strategy? You should.

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Social Security: The Elephant in the Room

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Keys to preparing to grow wealthy together.

Red Flags for Tax Auditors

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Estimate your monthly and annual income from various IRA types.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What You Need to Know About Social Security

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 Markets React

When markets shift, experienced investors stick to their strategy.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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