|
|
|
|
|
|
About Integrity Financial |
| Our Mission Statement: ?To create leaders in financial significance by providing creative financial strategies, by teaching and training to use innovative financial systems and methods, and by coaching to develop and master financial skills and habits.? We teach our clients how to accumulate wealth with proper money management and then how to grow their wealth using sophisticated investment strategies and more effective investment diversification methods. We hope you choose us to help you realize your dreams. We are a fee based registered investment advisor. We are not paid commissions, but instead charge our clients fees to manage their investments and train them how to properly manage their finances. We charge this way so that we are always in the same side of the table as our clients. Our clients never have to wonder if we have an alternative motivation (commissions) for any of our investment advice. If you never have used a fee based investment advisor you should contact us and see how it works for you. We serve individuals, families, businesses and institutions worldwide. We have 3 basic goals for our clients: ?Creating Wealth for our clients ?Growing Wealth for our clients ?Protecting Wealth for our clients We help people become successful people. We have learned that successful people swim against the current, walk in the opposite direction and simply do things contrary to the rest of the crowd. We want to share what we have learned and help you become successful, that is what we are all about. |
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
| |
Frequently Asked Questions |
 |
| Q. |
Do you have a customer satisfaction or refund policy? |
|
| Q. |
How many clients do you currently manage? |
| |
Hourly or Rate on assets under management. |
|
| Q. |
Why should I choose you as my financial advisor? |
| |
all advisors are Registered Financial Advisors with the SEC some are Certified Financail Planners
Various degrees in business and finance. We manage over 1300 clients and in 15 years of business we have had no complaints filed with the SEC. |
|
| Q. |
How do you charge for your services? |
| |
Financial Planning, Estate Planning, Investment Adisory and Management, Business Consulting |
|
|
|
