Integrity Financial

Putting The Pieces Together

MISSION

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.

Integrity Financial was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. Integrity Financial will work alongside our clients in articulating, establishing, and achieving their financial life goals.

OUR PROCESS

STEP 1 |

IDENTIFY YOUR GOALS AND PRIORITIES

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.

STEP 2 |

GATHER YOUR DATA

We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes.

STEP 3 |

ANALYZE DATA AND CREATE A PLAN

The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to help achieve your goals.

STEP 4 |

IMPLEMENT YOUR PERSONALIZED PLAN

The primary objective of this phase is to help successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

STEP 5 |

REVIEW AND MONITOR YOUR PLAN

We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed. When we discover that your circumstances have changed we communicate to you our recommendations for the appropriate adjustments.

STACI ALDREDGE

Retirement Consultant

I believe everyone should be able to live the Retirement they’ve always wanted.

Staci understands True Wealth means being able to share your life with your loved ones. She offers Integrity and Respect and approaches each individual clients’ needs from a compassionate, honest and Godly perspective. For the past 20 years Staci has worked in Longview, TX assisting pre-retirees and retirees meet future Retirement challenges by helping them establish an understanding of their personal goals and desires while “putting the pieces together” for their own unique plan.

She specializes in Social Security, Texas Teacher’s Retirement, Pensions, 401(k), 403(b) and many other Retirement plans. Staci is an expert at developing strategic plans to reach a lasting lifetime legacy for you and your family. She offers strategies to bridge the “income gap” which helps her clients reach their desired Retirement goals while maintaining an equal standard of living.