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200 Business Park Drive, Suite 105, Armonk, NY 10504

914-288-8858
info@integrityadvisor.com
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Your Wealth Deserves More Than a One-Size-Fits-All Plan

For over sixty years, Integrity Advisors has done what may be often overlooked: translated the full complexity of qualified pension law into maximum opportunity for closely held business owners.

Our Focus
We Help Build It. Protect It. Diversify It.
Shelter It. Insure It. Pass It On.

From qualified and non-qualified plan design to estate planning, executive compensation, and business succession, every strategy we deploy is built around one goal: maximizing what you keep

WHY IT MATTERS
We Don’t Focus on Product.
We Focus on Design.

Integrity Advisors Pension Consultants, Inc. is a family-run financial planning firm with over sixty years of practice in pension and tax strategy for closely held business owners. We are not a wirehouse. We are not a one-stop-shop brokerage. We are a specialist practice, built from the ground up around a single, powerful conviction:

 Strategic retirement planning opportunities in the tax code aren't found in products. They're found in design.

The Integrity Difference

  • 60+ Years of Practice

  • 3 Generations of Expertise

  • One Specialization: You

We don't dabble. We don't generalize. Our entire practice is devoted to the closely held business owner and individual who has built something real, and deserves a strategy equal to it.

Always Current

Tax Law Changes.
Our Attention to It Never Does

From ERISA in 1974 to EGTRRA, the Pension Protection Act, ATRA, the SECURE Act, and SECURE 2.0,  every legislative shift creates new planning opportunities. 

Staying current on changes in federal tax law that impact the business community has been our founding principle since day one.

Our Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore our latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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There Is So Much More We'd Like to Share With You

A conversation with Integrity Advisors isn't a sales call. It's a planning discussion — one that may reveal opportunities your current advisors haven't considered.

Schedule a Consultation