Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to increase your income. Our fiduciary duty helps to ensure that we are working with our clients best interests at heart. As independent financial advisors, we have the ability to select from a wide range of products and services that may be appropriate for each client's situation.

Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.

Firm Start Year

2010

No.of Employees

5-9

CRD#

4470298

Firm CRD#

164481

Insurance License#

692334

States Licensed in

VA

Work with the following types of clients

Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Portfolio Management, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Retirement Planning, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Financial Advice & Consulting

Can meet clients in the following ways

Video Conference, Via Phone, Our Office, Via Email, Our Offices

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CLU^®, CCPS, ChFC^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Variable Life, Disability, Variable Annuity, Life, Annuity, Health