Integrity Financial Planning

 

 

Welcome to Integrity Financial Planning! We are an independent financial services firm that specializes in helping our clients achieve their financial goals through a variety of financial strategies, while also protecting them in the event of unforeseen circumstances. Simply put, we:

LISTEN to our Clients

CUSTOMIZE Financial Strategies

IMPLEMENT Strategies & Products

On our site you will find a wealth of information to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  We recommend that you visit our "Learning Center" as it is full of resources such as financial calculators, newsletters, e-seminars, a Tax Library and much, much more.   

To schedule a complimentary consultation, please contact our office at (304) 692-4448.

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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