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IT'S TIME TO MAKE A PLANRetirement Readiness

We don’t try to predict the future, only work to prepare you for it. We have discovered 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.

Taxation Issues
One of the biggest drags on building a successful retirement plan is taxes. Taxes alone will do more damage to the building of wealth than any other single factor including losses and fees. Tax deferral should no longer be practiced in this current environment and strong consideration should be given to the possibility of rolling out vs. rolling over. This would initiate movement from a forever taxed position, to a never taxed again reality.
Social Security
It is vital to understand how social security will interact with your retirement income in the future. Most people will pay taxes on 80% of the social security income. Will you?

Rollover
Do you know and/or understand what causes a tax event when conducting a rollover? Are you aware of the biggest mistake you can make when leaving with a qualified plan?

Rollouts
Individuals who realize that the taxes deferred in a qualified account is not their money...was never their money...and will never be their money are now electing to address the taxes at the lowest rate and known calculation available. Have you considered this action?

Withdrawal Methods
We believe it is important to remove all restrictions that prevent liquidity use and control of your nest egg. These would be things such as no access until age 59 1/2 and required minimum distributions at age 72. It is also important to begin withdrawals in our retirement from the most tax efficient positions. We help you to establish the proper position and the freedom of access you desire.
Transactions and Conversions
Are you aware that every time there is a transaction within your qualified account a fee is generated? Were you also aware that there is an annual management fee? Additionally, there are advertising fees for the fund (12b1 fees); and varied hidden fees within most qualified accounts. Most consider rolling a 401k or 403b to an IRA is a conversion. It's not, because both accounts are still qualified under ERISA rules. A true conversion would be one from an ERISA account to a Non-ERISA account.
Disability and Long Term Care
It is nearly impossible to perform adequate retirement planning without addressing the possibilities of a permanent disability or a long term care event (i.e. Alzheimer's, Dementia, etc.). Because this is true, we at Integrity do not consider your retirement planning complete until we have selected short and long term disability plans and adequate Long Term Care plans. We also appreciate the options of having our LTC plans cover care in your home vs. a nursing facility.
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WE'LL WORK WITH YOUWhat To Expect

You will experience the highest level of professionalism encountered in the financial services space.
All who serve you, will exhibit the highest levels of character and competence so you can trust us.
Our process is both direct and timely making best use of your time and money.

Tax Reduction Process for Every Stage in the Client's Journey

Submission

Last three years of business and personal tax filings will be required. Year-to-date financials will be required as well. Also, 1 year of corporate banking statements.

Complete Submission Requirement

Meeting

A scheduled meeting with your assigned tax specialist to review our findings and reveal your reduction and elimination opportunities.

Strategy Implementation

Our clients’ favorite part is to witness monies that were previously removed from the business now become part of their executive retirement plans or business cashflow.

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Results Driven Data

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Results Driven Data

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Use the results every day to get real-time data about geographical distribution, product usage, or user behavior to boost ROI by 15-25%

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Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward, a new normal

F.A.Q.

Do you have additional questions?

What Mobile Application Development Services Do You Offer?

Please note that we cannot help our clients raise capital. This is a service that is heavily regulated. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally offer this type of service. Please make sure that any “finder” you talk to is properly licensed with FINRA before you hire them. Podcasting operational change management inside of workflows to establish a framework. Taking seamless key performance indicators offline.

Are Mobile App Development Solutions Up-to-Date?

We help entrepreneurs get ready to raise capital. This usually consists of some or all of the following services.

Please note that we cannot help our clients raise capital. This is a service that is heavily regulated. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally offer this type of service. Please make sure that any “finder” you talk to is properly licensed with FINRA before you hire them.

Who Works for Your Mobile App Development Company?
  • Business plan development
  • Financial forecast development
  • Pitch deck (investor presentation) preparation
  • Strategy development
  • Market research and analysis
  • Competitor research and analysis
  • Financial analysis
  • General coaching and advisory services
  • Capital formation strategy

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We work with ambitious leaders who want to define the future, not hide from it. Together, we achieve extraordinary outcomes.

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