From college funding to retirement planning, for over a decade we have helped Tulsa area friends and families meet their financial goals. From college funding to retirement planning, we help you achieve your dreams for almost any financial situation. Integrity Financial is a certified SmartVestor Pro, so you know that you can trust Integrity Financial with your investments.
Our entire team works together, hand in hand, committed to always acting in your best interest, with all your goals and dreams firmly in mind. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. It all starts with a conversation, and we're happy to meet at a time that is convenient for you.
Our entire team works together, hand in hand, committed to always acting in your best interest, with all your goals and dreams firmly in mind. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. It all starts with a conversation, and we're happy to meet at a time that is convenient for you.
Services
Integrity Financial Services, LLC, was founded in 2008 with the original intent to help individuals plan for their retirement. Over the years we have evolved beyond retirement into helping people plan for their many financial milestones including college funding.
Today we continue to help our clients find and ignite the full potential of their assets, relationships and inner passion for their dreams, issues and causes that matter most to them so they can achieve their goals and lead ever-more-fulfilling lives.We help individuals and their families in Tulsa by setting the standard for excellence, growing and succeeding together.
Today we continue to help our clients find and ignite the full potential of their assets, relationships and inner passion for their dreams, issues and causes that matter most to them so they can achieve their goals and lead ever-more-fulfilling lives.We help individuals and their families in Tulsa by setting the standard for excellence, growing and succeeding together.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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Kleo Fields
Aug 13, 2021
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