Integrity Wealth Management

Building Wealth and Protecting Your Legacy

At Plan With Integrity, we believe in empowering entrepreneurs to safeguard their wealth and achieve lasting financial success alongside their families. Led by Certified Financial Planner Philip Evenden, our team provides personalized guidance and holistic solutions to navigate the complexities of business ownership.

Our Expertise

We specialize in assisting owner/operators of privately owned family businesses with:

• Business & Family Protection Solutions:
• Risk mitigation strategies to minimize potential financial and operational threats.
• Insurance review and optimization.

• Family Business Transition Planning:
• Developing robust succession plans to ensure a smooth handover of ownership.
• Minimizing tax consequences with strategic planning.

• Maximizing & Realizing Business Profits:
• Tax-efficient cash flow management and wealth preservation strategies.
• Guidance on maximizing business valuation for a successful sale or transfer.

• Legacy & Tax Planning:
• Creating sustainable wealth for future generations.
• Establishing values-driven wealth management strategies.

Our Approach

We take a collaborative and personalized approach to understand your unique financial goals and concerns. Our process involves:

1. Discovery & Assessment: We analyze your financial situation and identify potential risks and opportunities.

2. Goal Setting: We work with you to establish clear and measurable financial and lifestyle goals.

3. Solution Development: We tailor a customized plan based on your specific needs and objectives.

4. Implementation & Monitoring: We guide you through implementation and regularly review your plan to ensure its effectiveness.

Our Clients

We partner with business owners who:

• Generate $2-30 million in annual revenue.
• Seek proactive financial guidance.
• Experience tax burdens despite profitable businesses.
• Desire to transition their wealth to future generations.

Get Started Today

Contact us to schedule a consultation and discover how Plan With Integrity can help you secure your financial future and build a lasting legacy for generations to come.