WEALTH MANAGEMENT

Wealth Management

Wealth management is the on-going implementation and monitoring of a strategic investment and financial plan. It is the combination of all of the services that Integrity Bank & Trust offers in one annual review. Financial goals are established and monitored; a synopsis of the progress toward this goal is provided in a written summary to each client.

Financial Planning

Do you need to have someone review your current financial position? Do you wish you had someone who could make recommendations of ways for you to reach financial independence? Could you use help in planning for a financial goal such as preparing for upcoming college expenses or planning for your own retirement? Integrity will provide a free financial consultation. Helping you reach your financial goals is important to us.

Investment Management

Through the use of government and corporate bonds, tax free investments, stocks, mutual funds, or other investments, Integrity's wealth management staff can manage your financial assets for you. These investment services are designed for investors who:

• Want someone to manage and grow their existing investments
• Need to start an investment program
• Need to save for retirement
• Need help managing their assets as they get older
• Provide future management to a surviving spouse

Individual Retirement Accounts - IRA's

A central part of each financial plan is an IRA. Integrity has the experience you need to give you a competitive advantage.

We offer complete investment options. From the safety and stability of using Integrity Bank & Trust's FDIC insured Certificates of Deposit to the investment of IRA monies into bonds, we can tailor an IRA plan that is customized to work for you. All of Integrity Bank & Trust's investment management expertise is available to you, no matter how big or small of an IRA you have.

The Fund Account

At Integrity Bank & Trust, you do not need thousands of dollars in order to receive the benefits of our investment experience. We have an investment account that is tailored to the small or starting investor. You can begin with a small initial investment or start a low monthly deposit program. The Fund Account uses a diversified portfolio of mutual funds to give the beginning investor a great start to his or her investment program. The Fund Account is completely managed by Integrity Bank & Trust. We select, monitor, and review these mutual funds for their performance and appropriateness in meeting your investment goals.