Integrity Financial Group

BOUTIQUE-WEALTH MANAGEMENT

Financial planner in Fort Worth, TX (show on map)

Integrity Financial Group offers holistic financial planning combining insurance and investment strategies to create retirement income streams.

Call (817) 484-4814

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About

Integrity Financial Group is a boutique-wealth management firm located in Fort Worth, TX, offering holistic financial planning that integrates insurance planning and investment strategy to help clients create sustainable retirement income. The firm emphasizes team-oriented, education-focused services and provides both in-person and virtual appointments.

Boutique focus

Team-oriented approach

Holistic planning integrating insurance and investments

Education-focused training for advisors

Services

Wealth Management

Holistic financial planning combining insurance planning and investment strategy to create retirement income streams.

Team-oriented professionals Holistic approach Retirement income creation

Insurance Planning

A sound insurance strategy can help protect your family from the financial consequences of unexpected events.

Personal insurance Liability insurance Life insurance

Investment Strategy

Create an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Risk tolerance assessment Time horizon analysis Goal-based portfolio construction

Estate Planning

Effective estate management enables you to control the distribution of wealth after death and manage healthcare wishes.

Will preparation Trust creation Healthcare directives

Tax Planning

Understanding tax strategies can potentially help you better manage your overall tax situation.

Tax deferral strategies Tax-efficient investing Annual tax preparation

Credentials & Certifications

Holistic Financial Planning Certification

Insurance Planning Specialist

Investment Strategy Accreditation

Frequently Asked Questions

What is holistic financial planning? +

Holistic financial planning combines insurance planning and investment strategy to create retirement income streams and manage overall financial health.

How does an insurance strategy protect my family? +

A sound insurance strategy can help protect your family from the financial consequences of unexpected events such as illness, accidents, or death.

What is the Rule of 72? +

The Rule of 72 is a quick way to estimate how long it may take for an investment to double in value by dividing 72 by the annual rate of return.

What is a 1035 exchange? +

A 1035 exchange allows you to trade-in an annuity contract or life insurance policy without triggering a tax liability, enabling you to switch to a different policy with potentially better terms.

Why is estate planning important? +

Effective estate management enables you to control the distribution of wealth after death and manage healthcare wishes, ensuring your affairs are handled according to your preferences.