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Insurance and Tax Planning

  • Estate tax calculations
  • Leveraged asset transfer
  • Tax-efficient distribution/income planning
  • Insurance audit
  • Arranging of specialty insurance for luxury items
  • Insurance consulting: umbrella, life, disability, long-term care, health
Phone

PHONE:

+1 (800) 794-4015

FAX:

+1 (800) 858-3010

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The opinions expressed herein are those of Integrity Financial Corporation (“Integrity”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. Integrity reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that our assessment of investments will be accurate. Integrity is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Integrity, including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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