Integrity Financial Planners - FREE Consultation
About Integrity

Integrity Financial Planners Logo

FREE Consultation
Schedule your introductory, 1-hour consultation today.

Do you know the state of your wealth?

  • What are your annual income needs now and after you retire?
  • What is your savings strategy for future needs and fun?
  • How will you save for your advanced education? For your children's education?
  • Do you have all the insurance your family needs for adequate protection now and for the future?
  • Are you taking full advantage of all tax strategies available to you?
  • Have you created a succession plan for your business?
  • Should you invest in mutual funds? Large company stocks? Government bonds? Venture capital projects?
  • What kind of legacy will you leave your children? Your college? Your church? Your community?
  • Integrity Financial Planners can help you answer these and other vital questions by developing and implementing a comprehensive plan for you to achieve realistic goals.

    What to expect from your initial consultation.

    During your free, no-obligation session, we will...

  • Introduce you to our CERTIFIED FINANCIAL PLANNER™ professionals
  • Explain our services, process, and fee structure
  • Perform a preliminary assessment of your current assets and goals
  • Discuss any questions that you may have
  • Then you decide if our services can be of significant value to you

    Request your Free "Wealth Exam" today.

    Call our office at (541) 469-4080 or email us at to schedule your appointment.

    We look forward to meeting you!


    Free Wealth Exam Call 541.469.4080

    © 2016 Integrity Financial Planners

    Home | About Integrity | Services | Fee-Only Advantage | Planning Process
    Questions | Resources | Staff Profile | Contact Us