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.
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
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
“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.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
These food myths will really put a drain on your wallet.
Lifestyle considerations in creating your retirement portfolio.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This worksheet can help you estimate the costs of a four-year college program.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, infiltrating the world of bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.