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 RebalancingSM

 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
              
Social Security Seminar 
NOW or LATER:  When should you - and your spouse - begin Social Security?
March 16 | 7:00 pm | Kingsport Center for Higher Education | Room 130

It's an ongoing debate - take Social Security as soon as you qualify OR wait until full retirement age ... or later.  And what is the value of coordinating your spousal benefits?

Join us as we explore some little known ways to maximize your Social Security benefit and show how it can most effectively fit into your retirement plan.  To reserve your seat, please call 423.230.4500.