Our Vision
To be a preeminent Resource for Private Wealth Management Solutions in our dynamic and everchanging world...

Our Mission
To Consistently Blend Our Clients' Passion with Our Expertise.

Our Values
Research with Diligence, Recommend with Confidence and Implement with Integrity.

Integrity Financial Planners, Inc. is a Comprehensive Business Advisory and Personal Wealth Management Firm

In addition to Exit Planning support to business owners, Integrity Financial Planners, Inc. provides a broad range of financial planning services to individuals and business owners.

Integrity Financial Planners, Inc. is not a typical "financial planning" firm.  Our Philosophy is to collaborate, coordinate and orchestrate all aspects of your Wealth Management needs. The complexities of planning can be managed when trusted advisors team together for the well being of the family's fiscal, financial and philanthropic objectives.

We offer products and services spanning:
- real estate transfers and tax planning
- charitable planning
- generational wealth transfer strategies
- retirement investment strategies and products
- estate planning strategies
- investments
- insurance

Your business is our life's work.  Let us know how we can help.

Patricia M. Heaton, President
RN, LUTCF, RFC, CEP, CLTC
Integrity Financial Planners, Inc.
Investment Advisor Representative
with and securities offered through
InterSecurities, Inc
Member NASD, SIPC