investment solutions for life's transitions

Most of the biggest changes you will experience in life will impact you financially.

 

At Integrity Capital Management, we are "transition" advisors...and we can provide the financial guidance you need to get you though any life change you may experience - retirement, career change or sale of your business, loss of a family member, marriage or divorce.

 

For individuals...we custom-build investment plans based on your specific circumstances.

 

For companies offering employee retirement savings plans...we provide a high-touch employee benefit that meets today's stringent regulations.

Fee-based Asset Management | Fiduciary Responsibility
Retirement Planning | 401k & 403b Advisory Services | OpportunityBased Rebalancing SM 
 
Eastman Chemical Co. Lump Sum Rates
 
Do you need help determining the future value of your lump sum?  Click on the following link to see rate trends and current blended Gatt and corporate rates:
Call us for an individual analysis and a series of "what-if" scenarios to help you determine your optimum retirement date.  423.230.4500
              
lunch & learn
Annuities:  The Good, The Bad, The Ugly
February 23 |Noon | Progress Building Community Room
Annuities make a lot of promises ... how can you be sure they deliver?  Join us for a light lunch and discussion on the ins and outs of annuity products.  Seating is limited to 12.  Call 423.230.4500 to reserve your seat.