Integrity Security Direction
Wisdom for Your Well-Being
When you engage in a relationship with a financial professional, you must consider the process. If on the way to financial security, you pay too much or get too little, success is not as rewarding. In fact, you may pay too much and still not reach your goals. True success is when all the pieces are in place: a collaborative relationship, actionable plan and expert execution.
You succeed when strategy translates directly into action.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We understand how easy it is to become overwhelmed by the trappings of wealth. That’s why we work so hard to help you focus your resources on what you value most. Whether it’s your retirement, charitable gift giving, educating your children or simply planning for regular vacations, what matters most is that you get what you truly desire. After all, the only real wealth is a fulfilling life.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular concepts or products. We'll get back to you quickly with a thoughtful answer.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Can you keep up with your children’s mobile slang?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
An increasing number have been developed to help individuals with their personal finances.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are six flags that may make your tax return prime for an IRS audit.
It's important to make sure your retirement strategy anticipates health-care expenses.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
That big list of dreams and goals isn't the only way to look at your bucket list.
Around the country, attitudes about retirement are shifting.
The decision whether to buy or rent a home may have long-term implications.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.