Services

Retirement Planning >>



You can no longer rely on Social Security to cover your retirement. People are living longer, health costs are rising, non-traditional retirement plans are being eliminated, and the cost of living is increasing. Integrity Financial Group South West LLC can help you start planning today to safeguard your future retirement.


Our retirement planning experts can assist you in implementing wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care, and life insurance strategies into your retirement planning portfolio. We want to provide you with peace of mind, knowing that you will maintain the same quality of life (or better) during your retirement years and ensure that your estate will be passed onto your heirs in the most tax-advantageous manner.


 



Asset Protection >>



There are multiple strategies and tools that may be integrated into your financial plan to protect your assets. Integrity Financial Group South West LLC can help you select and refine the appropriate asset protection and asset diversification strategies for your financial needs. Your plan should include a legal will, powers of attorney, an estate plan, and potentially a trust - all of which will help you keep more of your hard-earned money and pass on more of your assets to your heirs (rather than the IRS).


 



Estate Planning >>



Planning how to properly protect, preserve, and pass along your estate to your heirs is one of the most vital components of your overall financial wellbeing. Integrity Financial Group South West LLC will work with you to customize a strategy to meet your long-term goals and needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you originally planned, Integrity Financial Group South West LLC will work with you in planning today, and with your heirs in executing future strategies.



IRA Legacy Planning



IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, giving your accounts protection from the IRS. Integrity Financial Group South West LLC can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with very little tax due.



Trusts



Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs without the hassle of probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact Integrity Financial Group South West LLC to learn more or to schedule an appointment with our estate planning experts.



Life Insurance



Life insurance is an estate planning tool that can be used to provide your family with the financial security they will need in the event of you or your spouse's passing. Whether you look to give your family an immediate source of income or to reconcile your outstanding debt, Integrity Financial Group South West LLC can assist you in adding a life insurance component to your estate portfolio.



Probate



Also known as the process of proving a will to be true, probate requires that your estate, assets, and debt become finalized under legal supervision. Probate can be a lengthy, complicated, and burdensome process for your heirs. Integrity Financial Group South West LLC may assist you in mitigating this process by applying probate estate planning strategies to your financial portfolio.



Charitable Giving



Charitable giving is not only a gracious act - in that you're doing good for others - but can also be considered "doing good" for your financial wellbeing. Integrity Financial Group South West LLC can help you implement a charitable giving strategy, and thus help you minimize your estate and income taxes.


 



Income Planning >>



The fear of outliving your retirement savings can be alleviated by proper income planning with Integrity Financial Group South West LLC. Our income planning specialists can help you evaluate your current financial situation and develop a plan to help protect and preserve your retirement savings. Our specialists can also assist in planning for the distribution of your retirement savings, ensuring that your retirement accounts will last throughout your retirement years. With proper planning, Integrity Financial Group South West LLC can help you secure the same quality of life, or better, throughout your retirement.


Our retirement planning experts can assist you in implementing wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care, and life insurance strategies into your retirement planning portfolio. We want to provide you with peace of mind, knowing that you will maintain the same quality of life (or better) during your retirement years and ensure that your estate will be passed onto your heirs in the most tax-advantageous manner.


 



IRA and 401K Rollovers>>



Let us help you turn your nest egg into a golden egg. Integrity Financial Group South West LLC, Arizona's retirement specialists, can help you roll over your retirement savings accounts – thus helping you avoid unnecessary taxes, penalties, and fees – and build a comprehensive retirement plan. Whether you have a 401(k), pension, 403b, IRA, or 457, Integrity Financial Group South West LLC can help you create the plan you need to reach your retirement goals.