Integritas has aligned with Creative Planning to serve your wealth management needs.
Fiduciary
Creative Planning is one of the largest and most recognized wealth management firms in the country.
*Please see important disclosure information
Being part of the Integritas family means you have access to a suite of services at a negotiated rate.
Creative Planning can help you create a comprehensive and customized solution to help in the areas of investments, taxes, asset protection, estate planning, risk management, and more.
#1 Ranking
Ranked the #1 Wealth Management Firm in America by Barron’s (2017)*
*Please see important disclosure information
$100 Billion
50 States and Abroad
Serving You Where You Live
Services Tailored to Providers’ Pain Points
Taxes
Nobody likes paying more taxes than is truly necessary. There are many ways to mitigate taxes depending on your situation. Here are some of the most frequently asked questions.
- How should I file my taxes, and under what filing status?
- Should I contribute to a 401(k), IRA, or other? What is best for my taxes?
- How do I invest outside of my retirement accounts for maximum tax benefit?
- How do I buy real estate and maximize all the associated tax advantages?
- How do I minimize what I pay in estate taxes?
- How do I make charitable donations and maximize the benefit?
- What else do I need to be doing to maximize all my tax benefits?
Personal Risk
- Estate planning and entity creation for personal and business needs
- Complex Trusts for unique family situations, business needs, and real estate
- Insurance when a financial or legal gap may present itself
Investments
Most providers lack the time, desire, and expertise to maximize their high earnings potential.
And performance must be viewed as the best rate of return after accounting for risk, fees and taxes. Providers often have far more complexity than your typical investor, which means the need to maximize all areas of opportunities are greater.
- Investment strategy aligned to tax situation and legal complexities
- Proper asset placement and active tax-loss harvesting
- Stock and Bond portfolio aligned to real estate and other investments
- Retirement income strategy focused on total-return approach to maximize taxes
Full Service Expertise
Trusted
We’re specialists and fiduciaries, legally bound to always act in your best interests. That means we strive to deeply understand your goals for your practice, your family, and yourself. Our team of wealth management professionals is at your side.
Non-Proprietary
Suite of Services
Our multi-dimensional suite of services is designed to meet your unique needs for financial planning, estate planning, investment management, tax services, medical practice planning, and managing outside ventures.
Comprehensive
We take a holistic approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation, with a deep understanding of physicians, their practices, associated real estate, and ancillary businesses.
Transparent Fees
We have a simple, transparent fee structure determined by the amount of assets we manage on your behalf.
*Please see important disclosure information
