Our Seven Pillar Process

We serve our clients in 83 various ways across 7 distinct categories and narrow it down to 1 simple process.

At The Integrity Wealth Group, we are a wealth advisory team primarily for a select group of individuals, motivated professionals, and successful business owners who among other things aspire to a work optional lifestyle. We took inventory of the many ways we serve our clients, and we identified a list of 83 various services across 7 distinct areas of one’s finances. Over the years, we have developed and refined a process that puts every piece of that puzzle together as our clients’ lives unfold and their needs evolve. We call it the 7 Pillar Process.

Our list of services include:

Wealth Management

  • Retirement Need Analysis
  • Retirement Income Maximization Strategies
  • Assets to Income Strategies
  • Contribution Strategies
  • Rollover Options
  • Ongoing Investment Management
  • Social Security & Medicare Planning
  • RMD Strategies
  • Portfolio Stress Testing
  • Portfolio Review
  • Market Research
  • Asset Allocation Selection
  • Dollar Cost Averaging
  • Rebalancing Strategies
  • Risk Tolerance Assessment
  • Investment Policy Statement
  • Socially Responsible Investing Strategies
  • Real Estate Acquisition/Disposition Impact
  • College Costs and Inflation Analysis
  • College Funding and Contribution Strategies
  • Employer Benefits Review
  • Employee Benefits Planning
  • Business Exit Strategies

Risk Management

  • Life Insurance Planning
  • Annuity Strategies
  • Long-Term Care Planning
  • Disability and Health Insurance Review
  • Property and Casualty Insurance Review
  • Existing Policy Review
  • Survivorship Income Planning
  • Planning for Unforeseen Risks
  • Liability Insurance
  • Cyber Risk Awareness
  • Concentration Risk Strategies
  • Longevity Risk Planning
  • Business Use of Insurance
  • Coordination with Your Insurance Professional

Cash Flow Strategies

  • Goal Prioritization
  • Cash Flow Projections
  • Savings Strategies
  • Major Purchase Analysis
  • Financing and Funding Analysis
  • Debt Management
  • Business Cash Flow Analysis
  • Financing Strategies
  • Change in Lifestyle Guidance & Updates
  • Purchase & Refinance Scenarios
  • Expense Management
  • Coordination with Your Mortgage Professional
  • Coordination with Your Real Estate Professional

Tax Planning

  • Tax-managed Investments
  • Tax Loss Harvesting
  • Optimal Tax Strategies
  • Business Tax Strategy
  • Business Entity Structuring
  • Roth Conversions
  • Identifying AMT Issues
  • Cost Basis Analysis
  • Deferred Compensation
  • Stock Option Analysis
  • Net Unrealized Appreciation Strategies
  • Coordination with Your Tax Professional

Estate Planning

  • Trust Planning and Education
  • Wealth Transfer Scenarios
  • Gifting Strategies
  • Sources of Estate Liquidity
  • Charitable Planning
  • Divorce Planning
  • Trust Usage for Education Funding
  • Special Needs Planning
  • Beneficiary Designation Planning
  • Coordination with Your Estate Attorney


  • Philanthropic Values and Goal Assessment
  • Charitable Giving Strategies
  • Donor Advised Funds
  • Foundation Establishment
  • Establishing Your Philanthropic and Tax Advisor

Value Added Services

  • Ask My Advisor Program
  • Platinum Client Event
  • Client Appreciation Event
  • WealthVision Access & Support
  • Client Services Team
  • Financial Decision Coaching