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Free Checklist! What Issues Should You Consider Before You Retire?

Checklist covers: Cash flow, pension, retire early, health insurance, asset allocation, tax planning, estate planning and more.

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We strongly recommend that if you hire an advisor, that person should be a fee-only advisor (not fee-based) and be a fiduciary for you 100% of the time.

Fee-Only Compensation

This model minimizes conflicts of interest. A Fee-Only financial advisor charges clients directly for his or her advice and/or ongoing management. No other financial incentive is provided, directly or indirectly, by any other institution. Fee-Only financial advisors do not sell anything.  They add value with their Philosophy, Strategy, Process, Transparency and Ongoing Coaching.  We strongly encourage you to work with a fee-only Advisor.

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Free tools & Checklists! Your Retirement will thank you!

Free & valuable information to help you maintain your lifestyle in retirement.  We cover Vanguard indexing, DFA and factor investing (value, small cap, high profit, momentum).  Free tools & market insights.

See why you may need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.

You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/

Todd Moerman - Integrity Investment Advisors

Subscribe To OurBlog!We help Clients retire without getting killed in taxes!

Sign up for our blog to get timely and valuable information about the markets. Free checklists!  Your retirement will thank you!

You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/

Todd Moerman - Integrity Investment Advisors

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