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.
- Retirement Planning
- Retirement Income Strategy
- Legacy Strategy
- Asset Protection
You can learn more about us and our approach by clicking the "Learn more" link below or in the "about us" tab.
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
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One way to find money is to examine your current spending habits and eliminate money wasters.
What’s the deal with your yearly free credit report?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When you’re married and have children, insurance needs will be different.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.