Services

We work with our clients to plan for the future, preserve their assets and protect their family’s lifestyle so they can have the financial confidence they deserve and the future they dream of.

We work with you to:

Create an income tax-free/efficient retirement
Prioritize retirement income
Prevent sequence of return risk
Create multiple streams of income tax-free you can’t outlive
Provide principle protection of your retirement assets
Create a safe and productive rate of return
Manage Social Security taxes
Provide sufficient long term care provisions

WE ARE HERE TO HELP

There's no time like the present

Contact us today to speak to learn how our team can educate, partner, and guide you on your path to financial confidence.

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Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. H&R Wealth Management is not affiliated with Integrity Wealth.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

H&R Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Not associated with or endorsed by the Social Security Administration or any other government agency.

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

Converting an employer plan account or Traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including but not limited to, a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Services

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There's no time like the present

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