Integritas Financial (IF) is a fee-only, fiduciary-run financial planning firm that operates as a fully remote, solo practice. At IF, we understand that your financial journey is personal, and we’re committed to creating a customized plan that aligns with your wishes while addressing the needs of your family. Our goal is to provide clarity and confidence so that, should something happen to you, your loved ones are protected, and your legacy is secure.
As a small business owner myself, I deeply understand the unique challenges and emotions tied to running a business. For many, their business is more than just a livelihood—it’s their "baby." That’s why we specialize in working with small business owners who are transitioning into retirement, helping them develop a financial plan that ensures their business thrives even after they step away.
At IF, we leverage technology to create an engaging co-planning experience that educates and empowers clients throughout the process. Our flexible financial plans are designed to cultivate a prosperous future, giving you peace of mind that your decades of hard work will lead to the comfortable and fulfilling retirement you deserve.
Whether you’re looking to transition your business, protect your family’s financial security, or simply plan for an exciting next chapter, Integritas Financial is here to help you every step of the way.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 4517 Binfords Ridge Rd, Charlotte,north Carolina 28226,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.if-money.com
- Keywords
- Financial Planning, Estate Planning, Investing, Budgeting, Life Insurance, Education Funding Strategies, Risk Management, Tax Planning, Goal Planning.
- HQ
- Charlotte, North Carolina
Integritas Financial Questions
Integritas Financial's website is http://www.if-money.com
Integritas Financial's LinkedIn profile is https://www.linkedin.com/company/ifmoney
Integritas Financial has
1 employees.
View email and phone details for 1
employees at Integritas Financial.
Integritas Financial's industry is
Financial Services
Integritas Financial's top competitors are
Onyx Renewables,
The Cfo Accelerator,
Morningside Capital,
Founderscard,
Gallagher Re,
American Transport Services, Llc,
Edge-Works Manufacturing Company,
Proper Retirement.
Integritas Financial's categories are Financial Services
Integritas Financial's founding year is 2021
