Integrity Wealth Consulting

Financial Planning Consultants, Accounting Services, Business Coaches & Consultants

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Email: Email Business
Extra Phones: Phone: (724) 940-9061
AKA: Integrity Wealth Consulting LLC
Other Link: http://www.iwcnow.com
Categories: Financial Planning Consultants, Accounting Services, Business Coaches & Consultants, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (724) 940-9060

Address: 100 Bradford Rd, Wexford, PA 15090

Website: http://www.iwcnow.com

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Integrity Wealth Consulting

Tax Planning
Our Tax Planning philosophy is not centred around tax avoidance, but rather on helping you structure your finances so you and your family aren’t overburdened by an undue tax liability.
Charitable Giving
Looking out for you in retirement and beyond: Our Retirement Planning service isn’t done yet – not by a long shot! To live a long and fulfilling retirement, you’ll need help with many other facets of your life – Health Care, Insurance, Charitable Giving and Legacy Planning. When you need our advice, our specialists will know exactly how to respond!
Estate Taxes
Tax Services
Tax management is always critical in any financial plan. As the saying goes, it’s not what you make it’s what you keep. We use the latest tax strategies and the best tax-efficient investments to help you keep more.
Income Tax

Investment Management
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking in that ball game? We do some longer-term planning too: Does it pay to invest the effort studying for a degree in Arts, or would we get a better return studying to pass the Bar exam?
Mutual Funds
Wealth Management
Scott also holds the FINRA Series 7 and 66 through Geneos Wealth Management, as well as his license for Life, Health, Disability, and Long-Term Care Insurance. He, along with his wife, enjoy camping, hiking, cycling, and CrossFit®.

Accounting Services

Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial destiny.
Retirement Planning
What will retirement look like? Are we spending too much? What if we’re not saving enough? How frequently should we be saving? Could we run out of money in retirement? Are we investing in the right places? How much will we need in retirement? Will Government and Employer pension plans cover us through retirement?
Long Term Care
We believe in protect and grow when it comes to your financial life. Part of protecting your assets involves smart planning when it comes to insurance. Estate planning, life, disability and long-term care insurance are just some of the areas where we try to give you control in reducing your risks.
Asset Management
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2023 Advisor Websites.
College Funding
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged educational planning tools that are available to individuals and families.

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