WEALTH MANAGEMENT | ESTATE PLANNING | INVESTMENTS | RETIREMENT PLANNING
We help our clients
grow and protect their
most important assets.
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www.integrityretirementgroup.com
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Integrity Retirement Group | 6 Cadillac Drive, Suite 310 | Brentwood, TN 37027 | 615-720-8948
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Integrity Retirement Group and VCM are independent of one another.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
We have the expertise to guide you to
a successful financial future one step at a time.
At Integrity Retirement Group we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Our Mission for Success
At Integrity Retirement Group, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service.
We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations.
Our independence and objectivity allows us to provide our clients with the commitment that they deserve. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
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www.integrityretirementgroup.com | 615-720-8948
With great power comes great responsibility, and at Integrity Retirement Group we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at Integrity Retirement Group we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Integrity Retirement Group, it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
CLICK HERE TO CONTACT US
www.integrityretirementgroup.com | 615-720-8948
Our unique approach to your growth begins with
getting to know you and understanding your needs.
Meet the president of our company, James D. Webb.
James Webb is the President and Founder of Integrity Retirement Group. James holds a Chartered Financial Consultant® designation from the American College. James is an Investment Advisor Representative with investment advisory services provided by Virtue Capital Management, LLC;
a registered investment advisor firm.
He is also a licensed Life and Health insurance agent representing numerous carriers.
His firm specializes in estate planning for all sizes of estates, large and small. James helps his clients to avoid paying unnecessary taxes- such as income taxes, social security taxes and estate taxes. James keeps his clients informed and up-to-date on the latest tax changes in and money saving strategies while giving valuable advice that can help all retirees.
As the president of Integrity Retirement Group, James takes a simple, holistic approach when it comes to financial planning through analyzing and customizing an individual tailored plan for each client in an effort to reach their financial goals. His mission is to provide financial clarity for each and every client. As a family-owned firm, we understand that your family depends on you to make good decisions about your retirement.
Contact James today for a free consultation.
CONTACT JAMES NOW
www.integrityretirementgroup.com | 615-720-8948
Family values, trust and integrity
for your financial future.
Integrity Retirement Group can assist you in
every aspect of your financial life.
Integrity Retirement Group was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Life and Health Insurance
Insurance is a key component of financial planning. Our licensed life and health insurance agents will help you decide the right type and coverage for your insurance policies. There are many life insurance policies available today that not only offer a death benefit when you pass but can be used to withdraw tax free income in retirement or pay for long term care.
Individual Retirement Accounts (IRA)
IRAs are tax-deferred or tax-free ways of saving for retirement. You can choose from traditional IRAs, Roth IRAs, and 401k rollover options. Integrity has products from hundreds of providers to help you select the type of IRA that best fits your needs.
Savings and Cash on Hand
Emergencies and urgent circumstances may require access to additional funds. As part of our service, Integrity will analyze your individual, marital and family situation and advise you on the best cash management plan to maximize your investment dollars while maintaining sufficient cash on hand.
*Fees may apply. Not part of the underlying contract value, available in a lump sum or cash surrender, or part of the death benefit calculation used to Calculate Lifetime Income Payments. Guarantees based on the claims paying ability of the issuer. Certain fees and limitations may apply. May not be suitable for all investors.
Retirement Planning
We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will all be analyzed on your behalf.
Estate Planning
We will assist you in developing a comprehensive plan to pass your assets on to future generations. We work closely with Elder Law Attorneys to discuss wills, trusts, beneficiaries, powers of attorney and other documents in an effort to maximize the value of your estate while reducing taxes and other expenses.
Annuities
Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity? One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals.
Stocks and Mutual Funds
James Webb holds a Series 65 and is a licensed advisor able to offer stocks and mutual funds to your investment portfolio. Whether it is an income stock that provides a dividend or the purchase of common stock to hold and sell or pass on to a future generation, the right stocks or mutual funds may help you reach your financial objectives.
TO LEARN MORE ABOUT OUR SERVICES & SOLUTIONS CONTACT US HERE.
www.integrityretirementgroup.com | 615-720-8948
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Integrity Retirement Group | 6 Cadillac Drive, Suite 310 | Brentwood, TN 37027 | 615-720-8948
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Integrity Retirement Group and VCM are independent of one another.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.