RETIREMENT

Your lifestyle plan.

RETIREMENT

Your lifestyle plan.

YOUR LIFESTYLE PLAN

We don’t try to predict the future, only work to prepare you for it.   We have found that no one plans to fail, but many fail to plan.  Income and retirement is not a magic formula.  It must be planned for, saved toward and you must adopt proper behavior.  To this end, we work with our clients to change their investment behavior so that their lifestyle plan has a sound foundation.

Maximum Funded Tax Advantaged Life Contract

  • NO loss investing
  • Guaranteed lifetime income
  • Creditor protected
  • Flexibility
  • Tax Advantaged

Imagine being in the market, but never experiencing a market loss or market correction. An environment where every statement received shows your money is working as hard as you are. Actually your money earns money!

As you get older you realize that income is far more important than assets. Older people will tell you that managing assets as you get older is next to impossible. At a point in life, liquidity and income has to take priority. We focus on creating guaranteed lifetime income plans.

We also show you how to “spend down” your current assets while enjoying the lifestyle of your dreams, and still leave a legacy of financial freedom to your heirs. The strategies of Integrity always consider protection first.

Maximum Funded Tax Advantaged Life Contract

  • NO loss investing
  • Guaranteed lifetime income
  • Creditor protected
  • Flexibility
  • Tax Advantaged

Imagine being in the market, but never experiencing a market loss or market correction. An environment where every statement received shows your money is working as hard as you are. Actually your money earns money!

As you get older you realize that income is far more important than assets. Older people will tell you that managing assets as you get older is next to impossible. At a point in life, liquidity and income has to take priority. We focus on creating guaranteed lifetime income plans.

We also show you how to “spend down” your current assets while enjoying the lifestyle of your dreams, and still leave a legacy of financial freedom to your heirs. The strategies of Integrity always consider protection first.

GENERATIONAL WEALTH PLANNING

“A good man leaveth an inheritance to his childrens, children: and the wealth of the sinner is laid up for the just.”  Proverbs 13:22

Once wealth is accumulated, the discussion surrounding preserving and optimizing wealth for future generations becomes a vital component of financial prosperity. Working with one of our  trusted advisors who specializes in generational wealth planning will insure the ability to control your estate, while maintaining and preserving the family legacy.

Generational Wealth Planning is the combination of asset management, initiation of strategic tax planning, and continuous administration of each wealth transfer vehicle that will leave a legacy to the next generation and beyond. We are very diligent in our pursuit of this objective.  It is one of the mainstays of our organization.

Does your retirement plan fit your lifestyle?

Request a Consultation!

ANNUITIES AND RETIREMENT

The most inevitable and yet the most ill prepared life event. Retirement dollars are generally less than the working dollar. Planning with Integrity can change this common fact. Often we underestimate the length of our retirement. We have been taught that we will be in a lower tax bracket at retirement, than we are at our working life.

Plans of Integrity are founded in our mission to shield your retirement from market storms.

Our strategies focus on:
Increasing retirement income
Avoidance of double taxation traps
Hedge assets from inflation

We want you to enjoy your retirement as you’ve always envisioned. Experiencing prosperity through growth. Annuities are an important part of any retirement plan as they are safe, secure and risk free. An annuity allows you to accumulate funds for retirement on a tax-deferred basis and upon retirement receive GUARANTEED INCOME, for a life time or a fixed number of years.

What is an Annuity?

Well, we will start with what it is not. It is not life insurance, nor a health insurance policy. It’s not a savings account or a bank Certificate of Deposit.

An Annuity contract is offered by an insurance company that allows you to accumulate funds for retirement on a tax-deferred basis. It is an amount payable annually. Your value in an Annuity contract equals the premium payments you pay in, plus interest credited, less any applicable charges. The types of annuities vary and may seem complex to most at first. We consider your goals, lifestyle plan and much more to provide the best options available.

Annuity Benefits (1)