Nearing retirement
Helping people live a purposeful retirement.
Before anything is signed, we show you where your plan is strong and where it needs work, in plain words.
Planning
creates freedom
for what’s next.
A more purposeful tomorrow
Your next chapter.
Thoughtfully planned.
At Integrity Wealth Management, we take a personalized approach to retirement planning. Most of the people we serve are retired, or plan to be within five years or so, and are heading into a work-optional life. They want their investments, taxes, estate and income planned together, under one roof.
See All ServicesOne flat fee
Our fee doesn’t go up
as your wealth increases.
Our standard flat-fee is $15,000 per year, ranging from $12,000–$18,000 based on complexity. This includes investment management, tax planning, estate planning, and comprehensive financial planning.
Most advisors charge a percentage of what you have, so their fee grows as your savings grow. Ours is set by the work your plan takes, not the size of your portfolio.
Standard flat fee, per year
$15,000
Ranges from $12,000–$18,000, based on complexity. Charged monthly or quarterly.
- Investment management
- Tax planning
- Estate planning
- Comprehensive financial planning
- Fiduciary at all timesWe act in your best interest every step of the way.
- No broker-dealerWe’re licensed as Investment Advisors and don’t work with a broker-dealer, so our clients always come first.
- No fee to startWe don’t charge simply to review your plan. After Step 3, we decide together whether a relationship makes sense.
Managing it yourself
Are you on track?
Let’s find out.
You built your own portfolio. We show you the risk you are taking against the risk you can afford, in real dollars.
How we help
A more confident
retirement, built
around what matters.
Our advisory services are designed to help you navigate the complexities of retirement with clarity and confidence.
Same values. A brighter tomorrow.
Minimize TaxesKeep more of what you’ve earned with a thoughtful, tax-efficient strategy.
Bring tax planning into the larger picture of your retirement. We help you consider how today’s decisions can affect the years ahead, in coordination with your tax professional.
Explore tax planningMitigate RiskPrepare for life’s uncertainties with proactive planning and informed decisions.
A plan should reflect the way you want to live. We connect your investments, income needs, and long-term priorities to help you approach uncertainty with perspective.
Explore retirement planningMaximize BenefitsMake the most of your retirement income and available benefits to support the life you want.
Understand how your retirement resources work together. We help you consider benefit timing and income decisions as part of a personal, coordinated retirement plan.
Explore income planningSelling a property or business
Keep more of
what you built.
A large gain is a large decision. We plan the sale with your taxes, income and estate in view, before closing day.
Meet your advisor
The first call
is with Loren himself.
“You’ll speak directly with me, as I handle all introductory calls personally.”
Loren founded Integrity Wealth Management, a fiduciary firm in Waukee, Iowa. He’s been in financial services since 2006, and helping people prepare for and get the most out of their retirement has been his mission from the start.
The call is free and takes about 30 minutes, by phone or Zoom. You don’t need to prepare much.
Your free first step
Your Retirement
Risks Analysis.
After our first call, we start with your Retirement Risks Analysis. It’s a two-page report where all 15 retirement risks receive a color-coordinated grade of either red, yellow, or green.
The risks are the same for everyone. What changes is which ones are red, yellow or green for you. Even if we’re not the right fit to work together, the report is our gift to you. It’s yours to keep.
- Green No improvements needed
- Yellow Some improvements available
- Red Considerable improvements available
Featured resource
Take Charge of Your Taxes:
Knowledge You Need for
Proactive Planning
Tax laws change, but a thoughtful strategy can help you stay ahead. This guide covers key considerations to help you avoid surprises and make informed decisions.
Download the GuideLet’s talk
A conversation
today can create
a brighter tomorrow.
Schedule a no-obligation introductory call. We’ll get to know you, understand your goals, and discuss how we can help you plan for the retirement you envision.