Integrity Advisors was designed for closely held business owners and self-employed individuals, people with a talent for identifying opportunity and the discipline to build on it.
Our clients aren't passive investors. They're founders, owners, and operators who have built businesses, employed people, and accumulated wealth through decades of hard work. They've outgrown generic financial plans. They need — and deserve — a strategy as sophisticated as the businesses they've built. If that sounds like you, you're who we're built for.
The Business Owner
Closely Held Buisness
You've Maximized Your Business. Have You Maximized Your Plan?
Many closely held business owners are contributing far less to their retirement than the law actually permits — not because they lack the income, but because their advisors aren't designing for the full range of qualified plan options available to them.
We work with S-Corps, C-Corps, partnerships, LLCs, and sole proprietors across a wide range of industries. What they share is this: they are high earners with real tax liability and a genuine desire to keep more of what they've built. We show them how.
The Self-Employed Professional
Solo and Small Practice
Working for Yourself Shouldn't Mean Planning by Yourself.
Physicians, attorneys, accountants, consultants, and other self-employed professionals face a unique challenge: they bear the full cost of their own retirement. That also means they have access to the full range of planning tools, including defined benefit plans that can shelter far more than a simple IRA or 401(k).
We help self-employed professionals design plans that reflect the scale of their income and the urgency of their retirement timeline.
The Executive
Executive Compensation
Qualified Plans Aren't the Only Tool. They're Often the Starting Point.
For executives in closely held businesses, we layer non-qualified deferred compensation, executive bonus plans, key person insurance, and retention strategies on top of qualified plan design, creating a benefits architecture that serves both the executive and the business.
The Family in Transition
Business Succession and Estate Planning
Qualified Plans Aren't the Only Tool. They're Often the Starting Point.
For executives in closely held businesses, we layer non-qualified deferred compensation, executive bonus plans, key person insurance, and retention strategies on top of qualified plan design, creating a benefits architecture that serves both the executive and the business.
Who We Partner With
Your Advisory Team
We Work Best When We Work Alongside Your Other Advisors
We regularly collaborate with CPAs, attorneys, brokers, and financial planners who recognize that qualified plan design is a specialized discipline, one that adds significant value to their clients when done right. If you are an advisor looking to bring deeper pension expertise to your practice, we welcome the conversation.