WHO WE SERVE

Are we the firm for you?

Not all relationships make sense, and rather than trying to force something to work or finding out years later that we weren’t a good fit, we think it’s important to be transparent up front.

While having a knowledge base covering a wide spectrum of financial planning is valuable, it’s equally important to focus on what we do best and not try to be all things to all people.

Our model works best with Retirees who:

Want a trusted fiduciary financial planner on their team

Tend to be 55 or older, either retired or preparing to do so

Want an ongoing relationship with an advisor for each phase of retirement, and participate in strategical meetings as needed

Are transparent with their assets, income and financially relevant information so we can best serve them

Are disciplined and committed to follow our investment philosophy

We offer all retirees Medicare assistance and an initial retirement review; however, our ongoing financial clients tend to have $500,000 or more or investable assets

Nice, optimistic people- this might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect

What We Expect:

We’re not the perfect fit for everyone.  If this is the case, we can introduce you to other professionals we trust (we have no affiliation nor receive compensation from any of the following).

Fee-Only with Flat Fee Pricing Model

Bason Asset Management: https://basonasset.com
Oakton Financial: https://oaktonfinancial.com

Fee-Only with Traditional AUM Pricng Model

Syverson and Strege: http://www.onlyworkforyou.com
Foster Group: https://www.fostergrp.com

CONTACT
833.279.7227

info@integrityguidance.com

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