ALLOCATE. GROW. PROTECT.
ALLOCATE. GROW. PROTECT.
We work largely with business owners from small DBA contractors, to those in the trades industries, to all scope of medical practices, to large professional organizations. Whether it is retirement/investment planning for the owner(s) and/or employees, or succession planning for the business transfer, or investment planning for the business owner(s) after the transfer, Integrity Financial Group is here to be a financial resource for you, your family, and your business. We also offer Social Security planning, Long-term Care planning, and many other financial services.
Have you heard these terms? Financial Advisor, Financial Planner, Investments, Broker, and the list goes on. Well, take a breath. We are a true independent firm with the ability to offer various products and services to our clients. The Integrity team brings decades of business and financial acumen to the table. We will take the journey with you, not just point you in a direction.
We are real people helping real people. Don't trust your financial future to a cartoon app on your phone. You can't even know if you are dealing with a real person. Come see us in person. Sit across the table from us. Know who you are working with. I am a Hendersonville, N.C. native and lifelong resident. This is where I raised my family, and this is where I started my business. We realize no one ever woke up late in life surprised by the resources they had accumulated. Rather it happened with intent, commitment, and careful planning. Reach out today to get started.
The most important part of your plan is you. You set the goals, we serve as the GPS.
We know that a successful financial future is no accident. Rather it is a series of well planned decisions designed to keep you on track to your goals.
"No man is an island." We all have connections that mean more to us than our own well being. That connection is your "why." Be it someone, many someones, or even an organization or cause. Perhaps it is simply what you have worked for thus far in your life, and hope will continue.
It has been said that people become intentional about their finances largely because they love someone or something else. That is the reason your "why" is greater than the "how." Make no mistake, the "how" matters, but even the best plans are abandoned if the reason is lost sight of.
No one can choose the "why" for you, and over time it may even change. But we will certainly walk the road of "how" with you through all of those changes, because no one ever said: "I wish I would have done less."
Does it seem impossible to understand the details? Talk with our NSSA Certified Professional about all your Social Security questions.
We have decades of experience helping business owners and their employees. From benefits to retirement, let us work with you.
The term may sound new, but the need is not. Every business owner needs an exit strategy. Whether selling to an outside buyer, current employees, or passing the torch to a family member. Let us help protect what you have worked so hard to build.
Process NOT products. It's not about the latest financial "trend" that everyone is going after. Only what works for your ever changing life.
Letting too much time pass before becoming intentional about your finances is common place. We can't turn back the clock, but we can help you make up for lost time.
People are living longer than ever before which is great news. Unless you are not financially prepared. We can help.
The first investment you should make in your financial future is the time you spend becoming intentional. We encourage you to spend that time with us.
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We are dedicated to your health and safety. Our office is sanitized daily, and has plenty of room to safely distance while in meetings. We also offer virtual meetings for your safety and convenience. Complimentary masks are available at your request upon arrival. Please contact us to learn more of how we are here to serve you.
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