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A FINANCIAL PERSPECTIVEFor Every Generation

We are now in our third generation of our family business. Therefore we have a unique perspective on serving multiple generations. Whether you are a member of the Greatest Generation, Baby Boomers, Gen X, Millennials, or Gen Z, we can customize a plan for you

 

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Why Choose Us?Guidance Aligned
With Your Goals

There is no off the shelf product or service. We customize everything to help our clients based upon their objectives and risk tolerance. Our clients really appreciate how responsive we are. We are quick to provide them with the service they need. We always listen to their needs and help them to come up with solutions. One of the reasons our clients enjoy working with us is because our team works in their Thrive Zones. By doing this we are better able to serve them.

Who We ServeLeading with Integrity,
We Are Your Partner

Integrity Center is a comprehensive wealth management and retirement planning firm serving families, individuals, and businesses. Our team has over 37 years of combined experience helping clients pursue their dreams.

Our clients are hard workers who truly care about families and communities. They want assistance with achieving their Retirement Objectives. They are seeking the advice of trusted individuals. Our goal is to be the team that they call for every retirement and wealth management objective they have.

Families & Individuals

Families & Individuals

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Pre/Retirees

Pre/Retirees

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Business Owners

Business Owners

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Who We AreWho You Work With Matters

We have a team of 3 extraordinary individuals. Everyone enjoys working together and we push each other to be the best that we can be. We are passionate about trying to improve people’s lives.

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Our ProcessA Cohesive Plan
For Complex Lives

We promise to treat each individual with care and respect. We also promise when assisting our clients with planning that we will have a customized approach with each.

 

Our Services +

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1

Discover

We meet with clients to assess their needs, objectives, and risk tolerance. We discover what they are most passionate about.

 

2

Align

We offer to do a Retirement Plan free of charge. We then put together a customized plan and suggestions to assist them. We ask them to allow us to assist them in implementing these suggestions.

 

3

Optimize & Preserve

We reach out to clients between 1 to 4 times each year to review their plan and objectives and to make changes according to their objectives. We also provide ongoing Retirement Planning updates for all of our clients.

 

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Your Local AdvisorPart Of Your Community

We love being in Lincoln, Nebraska. We are Husker fans, and we are involved within our community. We do serve our clients in a variety of states and for those we cannot meet in person, we enjoy seeing them through Zoom or visiting on the phone.

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Resources

We have a variety of resources for you to review and we update regularly. Please feel free to take a look at these, and if you have questions, please let us know and we would be happy to meet and discuss.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Contact UsGet In Touch Here!

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