Integrity Financial Planning, Inc
Integrity Financial Planning, Inc, an independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and income. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client's situation. “Our philosophy is to get to know you first. Then, together we develop a plan to reach your goals. The plan drives the investment strategy and how we address your retirement needs. A premium is placed on the preservation of retirement assets and creating the income you need in retirement.” Our client-centered process is made of four distinct phases to help us uncover your unique goals and needs. In addition, we design and implement a plan to help you maintain your lifestyle and address your financial concerns.
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Brian Bowen
Financial Planner · Finance & Accounting
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Emily Elfallah
Senior Client Services Manager Financial Planner · Other
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- 1cheif operations officer
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- 1senior client services manager financial planner
- 1vp financial planning
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