SERVICES WE OFFER

We help retirees plan, implement, and manage all areas of their retirement.  Some of this includes:

INVESTMENT MANAGEMENT

  • Develop and implement your personalized investment strategy
  • Portfolio rebalancing to keep your investments in line with your objectives
  • Tax-loss harvesting and tax-efficient withdrawal strategies so you can keep more of your hard-earned money
  • Calculate and efficiently distribute your RMDs at age 72 and thereafter (Required Minimum Distributions)
  • Third-party custodian with Charles Schwab to safeguard client accounts

 

FINANCIAL PLANNING

  • Analysis of your personalized RETIREMENT RISKS report
  • Develop a retirement income plan to create cash flow for life
  • Coordinate with your CPA for ongoing tax planning
  • Medicare planning- supplements, advantage plans, prescription drug coverage, etc.
  • College savings planning for grandchildren
  • Cash flow analysis so more of your money is directed to your goals
  • Insurance reviews- life, long-term care, disability, health, liability, home/auto, etc.
  • Estate and beneficiary review to make sure your assets pass to next generations
  • Social Security maximization
  • Charitable gift planning

CONTACT
833.279.7227

info@integrityguidance.com

CONNECT

 

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