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
Philanthrophy
- 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