Integrity Financial Management, Inc

Integrity Financial Management, Inc

5.0Exceptional(5 reviews)
Offers online services
Offers online services


I believe we go the extra mile in understanding our clients needs, goals and dreams and helping them to accomplish them and in the process becoming their financial CFO....and although we are not experts in every area I have established relationships with quality CPAs, Estate planning attorneys, mortgage assist me in meeting my clients needs.....

Helping others accomplish their dreams and goals! Let me share a case study....

Retirement Planning

People are living longer than ever before, singles, couples have serious questions about retirement and want straightforward answers.....Case Study #1

A couple a few years until retirement, needed advice on where to rollover old 401K money as well as help with evaluating, monitoring, and recommending investment strategies for their assets. They also wanted a plan to assist them once they retired. And they had a number of questions:

Can we retire when we want to?

Will we have accumulated the money I’ll need?

Will our run out of money too soon?

When Should we start Social Security? What about a Will/Trust?

Working with this nearly retired couple we accomplished the following:


Evaluate all retirement and non-retirement assets

Rollover 401K assets to IRA investment vehicles

Diversify portfolio within risk tolerance levels

Simplify and consolidate investment strategy

Reduce income taxes

Evaluate future cash flow needs

Developed a written plan for their future

Analyzed all assets, recommended a strategic action plan and developed a comprehensive portfolio

Consolidated investment vehicles and increased net worth

Reduced income taxes to the extent possible

Continued monitoring portfolio and markets making changes when needed

Periodically confer regarding future financial strategies

Assisted them in establishing relationships through our network of professionals for estate and tax planning. And worked closely with the Estate Attorney and Accountant to insure we had their funds invested properly for tax and estate purposes. They have not decided yet on when they are going to retire, but they now have the confidence that they have all the pieces in place to move forward. Now, when they do decide, they will be able to live comfortably through their retirement years. They also have a financial coach that will be there to assist them as needed. See Our Process that we go through to assist our clients Feel free to call us today to arrange your complimentary one hour consultation.

*All situations are different, please consult your financial professional for information regarding your needs and suitability issues.


Serves Schaumburg , IL
Offers online services


0 reviews


Joan N.

Tom is so easy to talk to. He has listened to us and got us to our goals.
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April 20, 2018



I have received sound financial advice from Tom, who has taken the time to get to know me, my wife, and my adult children. By doing so he has a clear understanding of our financial and life goals. Tom is a true professional of the highest integrity, and has always maintained a kind demeanor. He really cares about our family, and has gone out of his way to give thoughtful advice, not only to my wife and I, but also other family and friends.
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April 20, 2018


Mike F.

Tom is trustworthy, open to new ideas, and cares for his clients beyond just money issues. Ive known him for over 25 years, and have seen nothing but consistency and integrity. Not to mention his gifts in dealing with boring financial details.
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April 18, 2018


Mike N.

Listened to my ideas and concerns, made a financial plan that fit my needs.
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April 18, 2018


Daniel B.

Honest & Professional
Reasonable Fees
Provide professional management which allows me peace of mind.
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April 18, 2018

Services offered

Financial Services And Planning