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.
Saving for College 101
Here’s a crash course on saving for college.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
There’s a link between debt and stress.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A letter of instruction provides additional and more personal information regarding your estate.
For homeowners who think their property taxes are too high, there are ways to appeal.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The federal government requires deceased individuals to file a final income tax return.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.