Putting the Grit into Integrity
Investing and managing your money is a personal and often emotional process. You have worked hard to get where you are and now you want to make sure your money is working for you. At Integrity Financial, we take pride in the effort we put forward for our clients to make sure that we provide accurate financial planning guidance.
Our Approach
Education
Your understanding of your investment strategy is paramount to our process and your success. We prioritize ensuring that you are educated on the financial products that we recommend so you have a clear understanding and confidence in how your money is invested. From educational seminars to one-on-one meetings, understanding how you can make your money work for you.
Optimized Investment Process
Understanding money and financial products can be difficult and at times even terrifying. One of the main concerns we find is that people are afraid of losing their money through risky investments. To help ease our clients’ fear, we use an optimized investment process with the goal of minimizing your risk while maximizing your benefit, based on your risk tolerance and specific retirement situation.
Our People
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

People are what make Integrity Financial work. As a faith-based organization, we take pride in our family values. Our team is inclusive to all, and we extend caring, empathy, and honesty to all of our clients, as we consider them a part of our extended family and graciously share our values with them.
FAQ
Partners
We go with you, wherever the road of life takes you.
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Integrity Financial Services, LLC is a licensed insurance agency founded in 2008. Investment advisory services provided by Compass Coaching and Consulting, LLC, established in 2023. Compass Coaching and Consulting, LLC operates under the brand name of Integrity Financial Services (“Integrity”), and certain Integrity adviser representatives have been providing investment advisory services under the Integrity brand since 2008. Not all services provided by Integrity will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, tax bracket, and overall objectives. Client outcomes can and will vary, and there can be no guarantee that previous client satisfaction or results will be replicated in the future. The adviser is neither a law firm nor an accounting firm. Clients and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation. Please see our Professional Designations page for additional information on the professional credentials discussed on this page. Logos and other protected materials are used with permission of rightsholders, and use of such materials should not be viewed as an endorsement of the adviser. Further use or dissemination of such protected materials is strictly prohibited. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
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