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
Martha Schwartz —
I highly recommend Susan Hurschman without hesitation. Even though I live outside of Florida, Susan regularly schedules semiannual
As a fee-only advisory firm, our mission is to help you make better decisions with your money: It's what we have been doing for clients throughout the Fort Lauderdale area since our founding in 2000. Whether you find yourself in a complex situation, want to know if you are on track for retirement, or just need to know if you are making smart decisions
Madeline Maquiera —
Positive: Professionalism, Responsiveness
I was recommended by a couple of co-workers a few months ago and all I can say
After a decade in the commercial real estate finance profession Barry G. Katz. MBA, CFP incorporated Caratel Financial Services in 1991 to provide comprehensive and original financial solutions for individuals, families and small businesses. Caratel is a true Fee-Only financial planning and wealth management firm; our only source of compensation comes
Dana Abend —
Barry is always willing to answer our questions. He’s truly an expert in the field!
Unbiased advice from advisors that follow the fiduciary standard with no added incentive to recommend one investment over another. The retirement seas can be choppy, you need a competent financial professional to help guide you. It's not all about the investments-it's about the retirement map and the tools needed to help achieve your goals
Phil Sisk —
I've been working with Jim Laneave at Wealth Innovations for several months now and am very pleased with his advice and recommendations
Discover the benefits of Protection, Simplicity, and Reasonable Rate of Return** in retirement. With so many insurance and retirement professionals out there, it can be difficult to know who to trust. Our team offers a simple, clear strategy to protect your money for the long-term and provide a lifetime of income that cannot be outlived.
If your goals
Protection for your heirs, advanced tax planning solutions, charitable gifting, long term care, and more. In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors take too much risk for too little return, receive mediocre service and conflicted