About Integrity Financial Strategies

At Integrity Financial Strategies, we specialize in helping individuals and families prepare for retirement with clarity, confidence, and purpose. We believe retirement planning is about more than reaching a number—it’s about creating a strategy that supports the lifestyle you want, the income you need, and the peace of mind you deserve.

Whether you are a few years away from retirement or already making the transition, we help you navigate the decisions that matter most—from building retirement savings and creating sustainable income strategies to evaluating Social Security timing, managing investment risk, and planning for healthcare and legacy goals.

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Our Philosophy

Our approach is rooted in trust, education, and long-term partnership. Retirement planning is full of important choices, and we believe clients deserve thoughtful guidance that is personalized, practical, and built to adapt as markets, priorities, and life circumstances change.

Experience the Difference

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Proactive Service

Our commitment to our clients is simple… We are going to be more personally devoted to your financial success than anyone you know!  Premium service is the cornerstone of our business and we consider regular communication and education to be an integral part of our client relationships. Our goal is to take care of things so you don’t have to!

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Experience, knowledge and reputation

We have been privileged over the years to have served a variety of clients throughout changing market cycles which allows us to address your individual needs with respect to current market and economic conditions.

We incorporate extensive and specialized continuing education into our planning efforts to stay up to date on all of the latest developments in financial planning as well as the myriad of financial strategies and products available.  Our firm has grown over the years by providing honest, independent and unbiased financial solutions resulting in the majority of our business coming from the referrals of existing clients.  We recognize and respect the trust these referrals represent and consider them the greatest compliment we can receive.

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Independence

Clients want to receive their investment advice from a firm that is independent from the financial institutions that are creating the product.  To that end, our affiliation with Ausdal Financial Partners, an Independent Broker/Dealer and Registered Investment Advisor allow us to serve our clients’ financial needs without the influence and incentives of proprietary investment products. 

Please note, Ausdal Financial Partners and Integrity Financial Strategies are independently owned and operated.

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Our Process: It Starts with You!

We offer our clients a process to identify their objectives while uncovering both opportunities and barriers to those objectives. By listening, simplifying complex data, integrating relevant expertise and educating, we are able to deliver tailored solutions that match our client’s values and goals. Our goals-based approach provides support and follow-up on a continuous basis to ensure clients are receiving a first-class level of service. Here is a more detailed view of the approach we follow:

1

Mutual Discovery

Before we get down to crunching numbers, we'll talk about the things that are most important to you – family, community, career, etc.  We'll ask lots of questions about what you're really thinking, feeling, worried about; your experiences with money and what you've accomplished so far.  Together, we'll figure out where you are now.  We will also introduce ourselves so that you can learn more about our philosophy, our capabilities and our process.

2

Needs Analysis

Based on what we discuss in the discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities and consider what gaps exist.  In addition, we'll identify areas of need, areas of success and satisfaction, and potential issues or obstacles.

3

Plan Design

From our analysis of your situation, we will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.  We will develop an initial draft of a personalized financial plan in this phase.

4

Presentation & Discussion

We present our plan design and specific solutions to you, explain how we have addressed pertinent issues in your financial life, discuss your input and questions and get your approval of all aspects of your plan.

5

Implementation

After your approval of the final financial plan, we set a timeline for implementation and completion of the various components and make changes to your existing financial arrangements.

6

Review and Refinement

Just when you make plans, life happens – and events large or small can change everything.  This phase incorporates tracking systems to keep your plan on target.  We'll help you plan for the unexpected, anticipate change, and adjust your plans over time as necessary.

Who We Serve

Retirement planning is not one-size-fits-all. Every stage of life brings different financial decisions, opportunities, and concerns. We work with individuals and families who want a clear strategy for building, protecting, and distributing their wealth with confidence.

  • Pre-Retirees
  • Retirees
  • Individuals Navigating Major Life Transitions

Pre-Retirees

You’ve worked hard to build your savings — now you want to make sure you’re truly prepared for retirement.

We help individuals and couples who are typically within 5–15 years of retirement answer important questions like:

  • Will I have enough to retire comfortably? 
  • When should I claim Social Security? 
  • How can I reduce taxes in retirement? 
  • Am I taking too much — or too little — investment risk? 
  • What income strategy will replace my paycheck? 

Our goal is to help you transition from accumulating wealth to creating a reliable retirement income plan designed to support the lifestyle you envision.
 

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Retirees

Retirement is about more than finances — it’s about enjoying the life you worked to create.

We help retirees develop strategies focused on:

  • Sustainable retirement income 
  • Tax-efficient withdrawal strategies 
  • Portfolio management and preservation 
  • Required Minimum Distributions (RMDs) 
  • Healthcare and long-term care considerations 
  • Legacy and estate planning coordination 

We work to simplify complex financial decisions so you can focus on what matters most: family, freedom, travel, and peace of mind.

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Individuals Navigating Major Life Transitions

Life changes can have a significant financial impact. We help clients navigate transitions with clarity and confidence, including:

  • Retirement or early retirement 
  • Divorce or loss of a spouse 
  • Inheritance or sudden wealth 
  • Career changes 
  • Business sales 
  • Downsizing or relocating 

During times of change, having a thoughtful financial strategy can make all the difference.

Whether you are preparing for retirement, already retired, or navigating a major transition, we provide guidance designed to help you make informed financial decisions with confidence and clarity.

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What We Help With

 

Retirement Planning

If you are nearing retirement or are already retired, you face an incredibly complex challenge – planning for income to last throughout your lifetime and understanding the critical issues you’ll face in accumulating savings and preparing effective retirement income plans.
 

Investment Planning

We believe that our investment success is measured not by performance statistics, but by our client’s success in achieving their goals. Since investor behavior is the predominant determinant of investment performance, we take a proactive and educational approach in helping our clients understand the total investment process.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Tax Planning

Tax planning refers to our review of your tax return to identify potential planning opportunities - both now and in the future - to keep your lifetime tax liability as low as possible. This is different than tax preparation or tax advice (usually done by your CPA or an online service like TurboTax), which is focused on keeping you compliant with what the government thinks you owe each year.

Meet Your Advisor

Ready to Plan Your Retirement with Confidence?

Let's talk about the strategy that fits your life — your goals, your timeline, your peace of mind.

Schedule Your Free Consultation