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

Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.  Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.

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Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Service: We’re here to be your advocate, celebrate your wins, and provide insight to help you in reaching your financial goals.  As fully licensed fiduciaries, we put your needs first.

Excellence: Our team’s range of skills, training, and connections gives us the ability to provide you with the information you need to make informed financial decisions.

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