Michael L Wilson
Helping Clients Age 50 Maximize Retirement Readiness Certified Financial Planner at Integrity Financial Planning
Based in Salt Lake City, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Salt Lake City
Industry
Financial Services
Company size
1
Contact information
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m•••••••@integrityplanner.com
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Background
About Michael L Wilson
At Integrity Financial Planning, our financial planners specialize in retirement saving, investment, rollover, IRA, 401k, 403b, pension and retirement income planning. As financial planners, our mission is to provide professional advice to people age 50 and older who desire to maximize their retirement readiness along the lines of health, wealth and happiness. Ask people “What does it mean to be ready for retirement?” and most will respond with an answer primarily related to money. While adequate wealth is an important factor for a successful retirement, there are two other key areas as well: health and happiness. Maximizing retirement readiness actually includes all three key areas: health, wealth, and happiness. Specialties: Financial Planner Rollover Financial Planning IRA, 401k, 403b, Pension Investment Retirement Saving Retirement Income Planning Social Security Retirement Transition Planning Retirement Readiness Analysis
Decision-makers
Other people at Integrity Financial Planning
- SWDirector
Scott Werdebaugh
Owner · General Business & Management
- TSC-Team
Todd Smurl
Founder and Portfolio Manager · Finance & Accounting
- LEStaff
Louise Ebeltoft
Administrative Assistant · Operations
- BBStaff
Brian Bowen
Financial Planner · Finance & Accounting
- HKManager
Hanna K.
Cheif Operations Officer · Operations
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