INTEGRITY FINANCIAL MANAGEMENT, Inc.
As our name states, we are committed to Integrity, Trust, Service, and strong Christian values. We are an independent financial services and wealth management firm that believes collaboration leads to innovations. Integrity Financial Management has partnered with Exemplar Financial Network to bring you broader offering of services, while maintaining our long-term, trusting relationship and outstanding client service.
Broader Offering. Diverse Resources. Trusted Service.
We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.
Services Offered
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Financial planning
A detailed written financial plan is vital in working towards your individual needs and goals for the future
Investment Planning
Developing a personalized investment strategy can help to create and preserve your wealth.
Insurance Planning
A consideration of insurance coverage is essential to any financial plan to protect policy holders and their families from undue hardship.
Retirement Planning
Having a flexible plan for retirement can help prepare you to reach our goals, whether you’re saving or already retired.
Estate Planning
Having an estate plan is paramount in ensuring your heirs will have a seamless transfer of assets and that your legacy is protected.
Tax Planning
Proactive planning is the key to managing tax liabilities for both businesses and individuals.
Explore Resources by Topic
We offer a full range of investment and financial services and have access to a wide array of solutions.
Lifestyle
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.
Investment
Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.
Estate
A sound estate program can help protect your family from the financial consequences of life's unexpected events.
Cash Flow
We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.