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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A collection of tips from professional travelers.
It's important to understand the pros and cons when considering a prepaid debit card.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
To choose a plan, it’s important to ask yourself four key questions.
Tips to avoid checking in luggage on your next vacation.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A special needs trust helps care for a special needs child when you’re gone.
There are three things to consider before dipping into retirement savings to pay for college.
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.
What does your home really cost?