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

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

 

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

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

Long-Term-Care Needs

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Retirement Plan Distributions

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Rightsizing for Retirement

What does your home really cost?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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