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Financial Planning
At Integrity, we provide comprehensive, customized financial planning.
The foundation of financial planning is the financial plan. A financial plan is a written path to the achievement of your personal and financial goals. We help you create a financial plan based on your unique goals and circumstances.
A financial plan contains some or all of the following components, depending on your situation:
• An assessment of your current financial position
• A cash flow statement
• Workable budgets
• An investment analysis
• Tax planning
• Education planning
• Retirement planning
• Estate planning
• Insurance planning
• Planned giving
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