01. About Us

It’s not about us. It’s about you. When you work with Integrity First Financial, our sole focus is on you. Our work is about clarifying your goals, peering into the future with you, and helping to crystalize a plan to get you to where you want to be.

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02. Our Philosophy

The first step is taking the time to get to know who you are and what you really want from your money. We will assess your whole financial situation, develop realistic and attainable financial goals, and then implement an effective plan to achieve those goals.

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03. Our Value

Integrity is at the core of everything we do -- it’s in our name! It’s our view that if it’s worth doing, it’s worth doing right, even when no one is watching. Every time we make a decision, we strive to do what’s best for you - and every other client - without ever losing focus on that principle.

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A more personal approach to financial planning

Determining your needs for financial planning services isn’t like reading a menu and selecting the items you’d like. If we did that, we’d be expecting you to choose from a menu that’s written in a different language! Instead, it’s on us to expertly determine which services will benefit you most throughout your financial journey.

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Our Team’s Difference

Determining your needs for financial planning services isn’t like reading a menu and selecting the items you’d like. If we did that, we’d be expecting you to choose from a menu that’s written in a different language! Instead, it’s on us to expertly determine which services will benefit you most throughout your financial journey.

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