Many clients consistently tell us that they are continually frustrated with the fact that their current advisor is not being proactive about future issues that may affect their financial well-being.

Integrity Wealth Management, LLC keeps its clients informed on the latest changes to laws, regulations, and economic trends that may affect their financial future.

Each investment has a specific place and purpose where it may fit properly into someone’s retirement planning. However, without a complete review of your personal situation, risk tolerance, income needs, tax situation, long-term care needs, and estate and charitable desires, no one can or should have an opinion on whether a specific product is right for you. The discovery of your true desires and needs should always be the first step, not the choice of investment products. Your first step should always be to discover your needs and build a plan prior to choosing investments.

Our simple, easy to understand, Money Matters Review is a great way of helping you get a handle on your true needs and desires, and to determine whether or not your current strategies match up with personal concerns and situations.

Some financial advisors focus only on helping you accumulate assets. Your accountant looks back as of December 31st to help you pay your correct tax bill. Our job is to help you look forward and cut future tax bills, and help you avoid financial problems in your retirement years and your estate plan.

These five critical questions to ask any financial advisor that will help you determine if you need further review of your plan.

  1. Have you adequately reviewed my personal financial situation to make sure this recommendation is in my best interest?
  2. How will your plan affect my tax return each year and what future tax issues may concern me?
  3. How will your plan affect my income and liquidity needs in the future?
  4. How does your plan match up with my risk comfort level?
  5. How will your plan affect the transition of my estate to my heirs?

Our Money Matters Review helps assure that these questions and many others are answered in your best interest. To schedule a time to discuss your financial future, contact us here or call us at (714) 947-0105 today!