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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Military families face unique challenges, making personal finance even more critical.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are things about Social Security that might surprise you.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.