About
Integrity Financial Solutions, Inc. is a financial service and education company specializing in helping its clients create financial plans that lead to financial freedom.
Whether it's securing proper life insurance, disability, long term care, or IRA's or make sure you have a great retirement, obtaining strategies for getting out of debt, saving, or managing money better, we are here to help and we get the job done!
We offer free 15 minute financial consultations to get an overview of what you're looking to accomplish and tell you how we can help.
Call Today! :)
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
Reviews
Brenda G.
Camila C.
Frequently asked questions
What is your typical process for working with a new customer?
We like to start with free no obligation 15 minute financial consultation. This is typically done by phone. Thereafter, next steps can be determined.
What education and/or training do you have that relates to your work?
Certified Financial Fiduciary
Bachelor's Degree in Management Accounting
Do you have a standard pricing system for your services? If so, please share the details here.
Not all of our services require a fee; however for our Financial Consulting Services, the fee is $110 for singles and $160 for couples.
How did you get started in this business?
In college, I accumulated several credit cards and mounting debt because I was never educated on money and how to be a good steward. Consequently, I made bad financial decisions coupled with bad financial experiences. I wanted to be able to make a difference as a trusted resource in the industry. I'm passionate about the subject of personal finance and helping others achieve financial success. My website reviews speak volumes about what I've been priviledged to do and I count it a blessing for each new opportunity in which someone trusts me with a such a private area of their life.
What types of customers have you worked with?
Our customers come to us at varying ages and stages of their financial life. We have customers that come to us as they are approaching retirement and want to make sure that their financial house is in order. We have younger customers that have financial goals such as developing a debt elimination strategy, saving more, having a proper budget and saving for retirement. We've helped customers that just graduated from college and have started their first full time job and want to make sure they start their financial foundation correctly. And we have some clients that just need to get life, disability, or long term care insurance, or just need to rollover funds. No matter the age or stage, Integrity Financial is ready to help. Give us a call at 410-312-5596 and schedule your free 15 minute no obligation consultation. We help clients all across the United States and you could be next!
Describe a recent event you are fond of.
I recently worked with a couple in their 60's who made major accomplishments in a short period of time. When I met them back in February 2021, they had no money saved, had a significant amount of debt, and had not done any retirement planning. With our monthly consultations, by next month (December 2021) they will have all of their debt eliminated except for the mortgage, they will have 6 months of their monthly expenses in savings, and their retirement plan is secure. They are super excited, and I am sooo proud of their accomplishments. Age is just a number, you can accomplish anything you set your mind to do! Call us today at 410-312-5596 and schedule your free 15 minute no obligation consultation. :)
What advice would you give a customer looking to hire a pro in your area of expertise?
Every pro is not for you. Have a conversation with more than 1 pro (2 or 3) which will help you determine who has what you need and will benefit you the most.
What questions should customers think through before talking to pros about their needs?
Consider where you are in your financial life and what you would like to be able to accomplish.
A good pro will address your financial concerns but also take it a step further and educate you on any other deficiencies that may be hindering you from achieving your financial goals.