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Retirement planning is the most important conversation you’re not having today. Most retirement plans require difficult conversations as we address lifetime income needs, health care needs, Social Security planning and the spending of your life’s savings. At Integrity Advisory, our team of professionals will build your plan on your personal financial website, a secure location where you know where everything is and what everything is worth. Then your retirement plan is never out of date, and you never need to worry about being unprepared.
All clients receive free access to this personal financial website, and your annual meetings are designed around your retirement plan. You can approach retirement confidently if you have the right plan, and the right guide to get you there.
First, we give you a risk tolerance questionnaire intended to measure you risk tolerance on a short-term basis. Next, we add your expenses, income, and investments to your retirement plan so we can measure the risk needed to fulfill your goals. As we merge the short-term and long-term views, you will be provided with a cash flow analysis that will detail where you are and where you should be every step of the way.