Whether you want to retire at a certain age or pay for your children's college education, we can help you pursue your financial goals by helping you build a financial plan that is right for you. We do this by managing your investments and rebalancing your portfolio as your financial situation and the economy changes.
Based on each client’s unique situation, we customize a financial plan to pursue their goals consistent with their risk tolerance level and current financial situation. We then implement the financial plan by selecting investments that are best for our clients. There are no hidden fees and our annual advisory fee is fully disclosed and in many cases tax deductible. We also use our tax knowledge to select those funds that pay the lowest capital gains distributions to enable you to pay less tax on your investments.
Once we select the initial investments, we constantly monitor the portfolio and make changes with you as economic conditions change and your financial situation evolves. You can be sure that our plans always have your best interest at heart.
IMPORTANT NOTE: Adam Lazarus is a registered representative registered to transact business with clients in MD, NJ, NY, NC and PA and is advisory licensed in the following states: CT, MA, MD, NJ, NY, NC and PA and is also an insurance agent licensed in MD and NY. Ryan Cole is a registered representative registered to transact business with clients in CT, MA, MD, NJ, NC and NY is advisory licensed in the following states: CT, MA, MD, NJ, NC, PA and NY and is also an insurance agent licensed in MD and NY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value
Integrity Financial Partners, Inc. is not a registered broker/dealer or independent investment advisory firm.