We assist families and businesses in achieving a higher quality of life and financial peace of mind. We accomplish this by providing superior service to our clients and by effectively utilizing the most current financial tools available. We are extremely committed to a high standard of ethics so those we serve may gain an increased sense of security as the years go by.
Integrity Financial Concepts specializes in Retirement Planning, Life insurance and indexed annuities in the Vancouver, WA area. A doctor can't offer treatment before he knows the illness, and we can't offer sound advice if we don't know what you want to accomplish or where you're at. Before we make any recommendations, we will sit down with you and find out your individual needs, goals, and desires.
We will also complete a needs and resources analysis. Our team then goes to work to find the best possible solutions to meet your needs and wishes, while looking for the most cost-effective ways possible to achieve them. We then get back with you to present options and possibilities, even if that means recommending staying with your current plan, (as much as we would like to, we can't win 'em all).
Integrity Financial Concepts specializes in Retirement Planning, Life insurance and indexed annuities in the Vancouver, WA area. A doctor can't offer treatment before he knows the illness, and we can't offer sound advice if we don't know what you want to accomplish or where you're at. Before we make any recommendations, we will sit down with you and find out your individual needs, goals, and desires.
We will also complete a needs and resources analysis. Our team then goes to work to find the best possible solutions to meet your needs and wishes, while looking for the most cost-effective ways possible to achieve them. We then get back with you to present options and possibilities, even if that means recommending staying with your current plan, (as much as we would like to, we can't win 'em all).
Services
A very wise man once said, "Learn from the mistakes of others, you won't live long enough to make them all yourself."
We all want to live long enough to see our dreams and all the things we worked so hard for become reality.
If, for some reason, that doesn't happen, what becomes of your Loved ones you leave behind?
Or you are memorialized as a schmuck because your wife has to remarry the first meal ticket that comes along, or surviving family members will be forced to make decisions based solely on the financial situation they were left with rather than your (or their) wishes and values.
We all want to live long enough to see our dreams and all the things we worked so hard for become reality.
If, for some reason, that doesn't happen, what becomes of your Loved ones you leave behind?
Or you are memorialized as a schmuck because your wife has to remarry the first meal ticket that comes along, or surviving family members will be forced to make decisions based solely on the financial situation they were left with rather than your (or their) wishes and values.
You only go around once in life and no one wants their golden years to be a nightmare.
Some people go through their working years living paycheck to paycheck never thinking that as they age, or if something changes in their life, they will no longer be able to produce at their current level, yet they choose to consume rather than strategize and save.
Where will you be in the future when you have a fraction of your current energy, yet the cost of living climbs ever higher?
Will government safety nets be enough?
Some people go through their working years living paycheck to paycheck never thinking that as they age, or if something changes in their life, they will no longer be able to produce at their current level, yet they choose to consume rather than strategize and save.
Where will you be in the future when you have a fraction of your current energy, yet the cost of living climbs ever higher?
Will government safety nets be enough?
Surrender penalties for early withdrawals may be waived if confined to a skilled nursing facility or hospital.
Imagine the peace of mind you would feel if market crashes were someone else's problem, not yours.
Have you been told your whole life that the best way to save for retirement is to gamble it all in the stock market?
You wouldn't be alone.
Whether you put your faith in individual stocks, bundle them together in mutual funds or simply trust your financial advisor to figure it all out for you, many times the risk is the same.
Imagine the peace of mind you would feel if market crashes were someone else's problem, not yours.
Have you been told your whole life that the best way to save for retirement is to gamble it all in the stock market?
You wouldn't be alone.
Whether you put your faith in individual stocks, bundle them together in mutual funds or simply trust your financial advisor to figure it all out for you, many times the risk is the same.
You died yesterday and as your trusted advisor, I'm meeting with your family in five minutes.
What am I going to tell them?
Everyone has dreams.
You may have taken those dreams a step further with goals and action plans.
You work your entire life to produce something of value.
Why turn over control of what you have created to someone who does not have you or your family's best interests in mind?
Far too many people fall into this trap.
Lack of planning, knowledge, or living with false assumptions could leave your assets in the hands of people you no longer, (or never did) intend to have them.
What am I going to tell them?
Everyone has dreams.
You may have taken those dreams a step further with goals and action plans.
You work your entire life to produce something of value.
Why turn over control of what you have created to someone who does not have you or your family's best interests in mind?
Far too many people fall into this trap.
Lack of planning, knowledge, or living with false assumptions could leave your assets in the hands of people you no longer, (or never did) intend to have them.
Entrepreneurial from a very young age, Mark has learned much from his father who had himself owned several small businesses as early as High School, and had later worked his way from sales to CEO and part owner of a large commercial printing company.
Although a debilitating automobile accident weeks prior to college graduation left his plans for Naval Aviation unfulfilled, Mark brings his whatever-it-takes attitude and work ethic to business development and client services.
Mark's thirst for knowledge and passion for sharing what he knows with others has helped foster lasting relationships in many areas, including entrepreneurial and financial services.
Although a debilitating automobile accident weeks prior to college graduation left his plans for Naval Aviation unfulfilled, Mark brings his whatever-it-takes attitude and work ethic to business development and client services.
Mark's thirst for knowledge and passion for sharing what he knows with others has helped foster lasting relationships in many areas, including entrepreneurial and financial services.
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