Broker Check

Integrity Wealth Management

Integrity Wealth Management (IWM) is an independent investment firm out of Columbus, IN. We specialize in proven, client specific, investment strategies for the every day person.  

We have been affiliated with the Dave Ramsey team via the SmartVestor Pro program since 2005. 

We seek to do what is best for each of our clients by performing four major financial services.

  1. Retirement Planning
  2. Retirement Income Strategy
  3. Legacy Strategy
  4. Asset Protection

You can learn more about us and our approach by clicking the "Learn more" link below or in the "about us" tab. 

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SmartVestor Pro

Integrity Wealth Management has been partnered with the Ramsey team since 2005.

Learn more about our affiliation and history with Dave in the link below. 

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Helpful Tools

Just click the link below to access some of our most powerful, valuable, and easy to use tools.

Everything from a life insurance quote engine to hypothetical investment calculators. 

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Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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