Financial Planning

Throughout all stages of your life, having a financial plan and the discipline to execute it is essential to achieving your family’s lifetime goals. Whether you need help trying to figure out how to save more money, saving for your child's college education, planning for retirement, repaying your student loans, evaluating the best insurance products or dealing with estate planning issues, Integrity Asset Management is available to assist you.

Hiring financial experts is the best way to help you accomplish your aspirations. When you are sick, you visit a doctor. When your finances need improvement, you should visit a financial doctor.

That's precisely what we do at Integrity Asset Management. We heal your personal finances!

Planning at the Beginning

Many families do not know where to begin when it comes to financial planning or are too afraid of their finances that they don't even want to start.  At Integrity Asset Management, we help you take those essential first steps to securing your financial future.

We help you organize your finances and set up a plan for the future. We explain complex financial planning issues in terms that you can comprehend, and ensure you understand all aspects of the plan that we develop for you. The financial plan will be put together with your complete involvement and understanding so that you can execute the plan and stick with it in the future.

Diligent Financial Monitoring

In addition to planning, we also continuously monitor your progress on the plan and update it when necessary if your personal circumstances change. By doing this, you still maintain control over your hard-earned money, while we handle the technical investment details.  

For those who have an existing financial plan or have already commenced various planning actions, we can review your plan and make recommendations to ensure that your plan will help efficiently achieve your financial goals. We will assist you in focusing on the most important issues in order to meet your needs and will offer alternatives that may better aid you in your planning activities.

Regular Updates & Communication

Throughout our entire review process, we maintain constant communication with you to ensure that our ideas and recommendations are in line with your expectations and meeting your needs. We present our initial plan and recommendations to you either in person or through an online call and then we recommend having quarterly meetings for the first year of the relationship with our clients. After the first year, you can determine how often you would like to meet or have a call with us to review your finances and progress toward your financial goals.

For more information about Integrity Asset Management, or to schedule your own personalized financial consultation, please contact us at (310) 709-7537.