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3038 State Street
Columbus, IN 47201

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Integrity Wealth Management

812-799-0039

 
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Welcome to Integrity Wealth Management (IWM)! We recently changed our name from Alpha Financial Services. We felt that Integrity Wealth Management is a more accurate description of who we are and what we do. We have not been bought out and this change will not affect your accounts with us. For more information, please see below, or call the office at (812) 799-0039.

We are an independent investment firm that provides a wide range of services including retirement planning, investment planning, life insurance, and estate planning. Whether you need to rollover your old 401k or 403b, or put together an estate planning strategy to transfer your wealth with minimal tax consequences, we are here to help. In addition to helping you grow your assets, we are also well versed in protecting them through various products and strategies. IWM has been helping people in south central Indiana since 2004. 

We at Integrity Wealth Management pride ourselves in our ability to teach our clients about the realms of investments because we have the heart of a teacher, just as Dave recommends. Please give us a call to see why Dave Ramsey has been recommending us in the area since 2005.  

 

Interactive Retirement Calculator is an invaluable tool for retirement planning. See if you are on pace for retirement. 


Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Crowdfunding—Capital for the 21st Century

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Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Money Draining Food Myths

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Does Your Portfolio Fit Your Retirement Lifestyle?

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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This questionnaire will help determine your tolerance for investment risk.

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Investments

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

Emerging Market Opportunities

What are your options for investing in emerging markets?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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