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.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a few things to consider when buying or leasing your next vehicle.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.