Integrity Financial Business and Corporate Services (“IFBCS”) was born out of the realization that the business owners were the least understood, under serviced, and least benefited by the financial industry. Through our research we noticed the gross over payment of taxes that could or should have been used to build substantial executive retirements.

Executives would hustle at the end of each year to find funds to pay taxes, when they possibly didn’t have money to pay themselves a salary throughout the year.  There was a large gap for the needs of business owners. Many advisers simply do not understand the day and the life of a business owner, specifically:

* The things that would keep a business owner up at night.
* The importance and application of industry data  versus market data.
* Business owners with structural & operational hurdles.

We encountered high net worth individuals with incorrect legacy planning, grossly overpaying taxes without a guaranteed lifetime income plan. We discovered settlement recipients (i.e. lottery winnings, lawsuits, divorces, large inheritance windfalls, etc.) were also grossly under served.

People had no idea what to do with a large amount of money; specifically how to preserve and protect it.
They only knew to spend it; which resulted in many of these individuals returning to their prior economic status inside of a year.