INTRODUCTION TO OTHERS

Most of our clients first come to us as an introduction from a friend, coworker, or family member.

If you know someone preparing to retire or already there who needs help, feel free to share their name and contact information so we can send them a free RETIREMENT READINESS overview and RETIREMENT RISKS sample. 

We value your relationship and want to make sure anyone introduced to our firm is 100% comfortable, and their privacy is respected.  Our process involves sending an introduction package, then we put the ball in their court and let them connect with us when they’re ready.

CONTACT

833.279.7227
info@integrityguidance.com

CONNECT

 

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Integrity Wealth Management is a BBB Accredited Financial Service in Waukee, IA