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What's In A Name

Integris
Adjective — Having or characterized by integrity


Our name, Integris Financial, is derived from integrity, a principle we live by every day.

We specialize in estate, business succession, and retirement income planning. We also provide technical support for attorneys and accountants designing insurance, estate, business, retirement, and charitable planning strategies. These complimentary services include but are not limited to:

  • Wealth Management
  • Personal Financial Planning
  • Estate Planning
  • Business Succession Planning
  • Retirement Planning
  • Corporate Executive Benefits
  • Insurance Policy Analysis (PLIAR)
  • Charitable Planning

This unique team approach of working with other professionals is key to the successful development, implementation, and realization of individual, family, and business goals. Contact us today to learn more.