Integrity Financial Planners - Financial Planning
Financial Planning
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Financial Planning

At Integrity, we provide comprehensive, customized financial planning. The foundation of financial planning is the financial plan. A financial plan is a written path to the achievement of your personal and financial goals. We help you create a financial plan based on your unique goals and circumstances.

A financial plan contains some or all of the following components, depending on your situation:

•  An assessment of your current financial position
•  A cash flow statement
•  Workable budgets
•  An investment analysis
•  Tax planning
•  Education planning
•  Retirement planning
•  Estate planning
•  Insurance planning
•  Planned giving


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