Thank you for visiting the website of Integrity First Financial Planning, LLC. Choosing a financial advisor is not an easy task. I hope you will leave the site with a clear understanding of my services, qualifications, and fees.
We are bombarded by financial service advertisements featuring well-dressed professionals in high-end offices. Everyone claims to be experienced and caring, but how do you know the person across the desk with the polished presentation is qualified and will put your interests above their own? Question - who pays for all the advertising, fancy offices, and board room compensation? Answer - You.
Integrity, simplicity, and excellence are the core principles the firm is built on. The firm’s name is very intentional as integrity has been a pillar of my career.
I formed Integrity First in the spring of 2020 to provide high quality financial services with low transparent fees. Integrity First services help clients achieve their financial and life goals by utilizing my thirty-nine years of successful and varied financial experience.
Please reach me by phone, text, or email to schedule a free consultation.
Tax Planning and Prep
.60% to $1 million
.40% $1 million to $2 million
.30% over $2 million
Annual, billed quarterly