“Listen with curiosity. Speak with honesty. Act with integrity. The greatest problem with communication is we don’t listen to understand. We listen to reply. When we listen with curiosity, we don’t listen with the intent to reply. We listen for what’s behind the words.” – Roy T Bennett

At Integrity Wealth Advisors we understand that our clients don’t always know what they need. They know what they want to have happen but don’t always know all the right questions to ask. As experienced Financial Advisors we understand that it’s our job to make sure that ALL of the important questions get answered. Because not knowing what you don’t know can still hurt. We can help.

Research

Our investment process starts with a list of over 14,000 mutual funds and ETFs. We filter this list with a specific criteria to approximately 50 investments that we feel represent the very best the market has to offer. These investments are used to create model portfolios that are tailored for a variety of objectives and risk tolerances. We continue to monitor these investments over time to ensure that they continue to meet our benchmarks. Should an investment fall outside of our lofty standards, we replace it with a better investment that meets our criteria. We believe this ongoing approach is essential to our clients long term financial success.  Note: No strategy assures success or protects against loss.

Planning

“A goal without a plan is just a wish.”― Antoine de Saint-Exupéry

• Have a pension?
• When do you take Social Security?
• How much money will you need?
• How should it be invested?

Financial planning is the process of taking all of your financial puzzle pieces and forming a financial picture. It’s an ongoing process that must remain flexible for the changes that life brings. At IWA we help you construct a plan for retirement and we provide you with strategies and solutions to the obstacles you face along the way. Our powerful technology is updated daily and can be viewed at any time on your computer or smart phone. Let us help you take the guessing out of your retirement strategy. We want to be your advocate on this journey.