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About Integritas Group Insurance

For nearly 16 years, we have been providing individuals and businesses with creative financial and insurance solutions that are in alignment with their unique goals and risk tolerances. Our firm is advice-focused rather than product focused, and our goal is to educate our clients. Like a good coach, we help consult and evaluate the full field of options available to each individual, family or business. Our holistic approach begins with the initial pre-screening of your financial goals and needs, and continues all the way through the implementation of decisions. During this process of “due care,” we will work with you to evaluate the entire market of options available, and then match up your individual objectives with the best strategies. The end result is peace of mind in knowing that you have an understandable action plan to help you achieve your objectives. Our philosophy of financial planning is to gather adequate reliable information about a client’s personal financial situation; to determine the client’s goals and objectives, time horizon, and risk tolerance; to thoroughly analyze all of the foregoing information in an objective manner and to develop alternatives for his/her consideration; to educate the client about the implications of selecting a particular alternative; to implement the alternative selected by him/her; and to periodically update the plan adopted in the interest of rendering disinterested advice. It is our goal to become your chief financial adviser and to coordinate the efforts and to take an active role in managing them.

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