At Integrity Wealth Planning, our mission is to have a lasting impact on the lives of our clients and the goals they strive to achieve. Though the financial industry is in a constant state of evolution, one element remains crucial to success: the ability for advisors to truly understand and fulfill the needs of their clients.
That's why relationships remain at the heart of our practice. While our plans are customized with your needs in mind, our commitment extends beyond helping you achieve your objectives. As advocates of client education, we seek to empower you to not only understand the financial world, but to implement and wield your knowledge on a daily basis.
That's why relationships remain at the heart of our practice. While our plans are customized with your needs in mind, our commitment extends beyond helping you achieve your objectives. As advocates of client education, we seek to empower you to not only understand the financial world, but to implement and wield your knowledge on a daily basis.
Services
When you have concerns about your financial life, where do you turn? In such a fast-paced world, it can be difficult to know who to trust. Since our inception, we have helped investors of all levels navigate the complexities of their financial lives and build confidence in their future. We're consistently empowered to provide objective advice and build solutions optimized for your success.
No matter where you are in your financial journey, we aim to take you to the next level of planning. While providing an overview of the big picture, we develop comprehensive strategies that allow you to make stronger financial decisions. From college planning to saving for retirement, we'll offer recommendations that help you feel confident in your future.
While financial products are ever-changing, trusted relationships and custom solutions will stay the course. We believe your goals, business commitments and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.
At Integrity Wealth Planning, Inc. we understand that personal situations and goals can change overnight. That's why we strive to provide the assurance that we'll be here when you need us. To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you, your family and your business at your convenience.
With over 135 years combined experience, our Advisory Group meets monthly to discuss best practices and advanced planning in our shared specialties. We also provide support and backup for each other as needed. Each one of us is committed to providing the best advice and experience to our clients and helping each other do the same.
Reviews (3)
Martha Schwartz
Sep 25, 2020
Report
I highly recommend Susan Hurschman without hesitation. Even though I live outside of Florida, Susan regularly schedules semiannual appointments to do a comprehensive review of my investment portfolio to ensure that we are on track to meet my financial goals. She is professional, knowledgeable and instills confidence in her clients. She listens attentively to my long-term wishes for retirement and estate planning and then thoughtfully provides recommendations on how to best achieve those results. I trust her implicitly and have referred many friends and family to her for advice ad counsel.
Christine Mendez
Sep 11, 2019
Report
Erika Ratcliffe
Jun 12, 2019
Report
Susan and her staff are professional, knowledgeable and helpful. I like the way Susan reviews my accounts on a regular basis and schedules semiannual meetings with me to discuss my portfolio to make sure I am on target for my investment and retirement strategies. I feel that Susan genuinely cares about me as a person and not just a client. She explains things in an easy to understand manner and always makes me feel comfortable when I ask questions. I highly recommend her as an honest and savvy financial planner.
