Integrity Financial Service, LLC
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Trust & Estate Planning

Trust and estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with an experienced trust and estate planning professional who stays current in this field and who can advise clients on a day-to-day basis.

At Integrity Financial Service, LLC, we have expertise in helping our clients create an estate plan to maximize the estate they leave behind and ensure that these assets are passed on as tax efficiently as possible, while avoiding probate.


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Complimentary Consultation
At Integrity Financial Service, LLC. we offer our experience and knowledge to help you design your own strategy for financial independence.
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CONTACT US

Integrity Financial Service, LLC
Dave Stanley, Financial Consultant | CEPP

Host of Safe Money Radio
185 44th St. SW, Suite A
Grandville, MI 49418


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Ph: 616.719.1979
Fax: 616.719.1752



Web: IntegrityFinancialServiceLLC.com
Email: dstanley@integrityfinancialservicellc.com



Safe Money Radio: News Radio WOOD 1300 and 106.9 FM
Sundays at 12:00 Noon
DISCLAIMER

Securities offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC.Services offered only to residents of the state of Michigan.
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You can check my background here:  https://brokercheck.finra.org/
  • Home
  • Safe Money Radio
  • Our Firm
    • About Us
    • Why Choose Us?
  • Media
    • Building Financial Security
    • Videos
  • Financial Services
    • Retirement Income Planning
    • IRA & 401 (K) Rollovers
    • Wealth Management
    • Social Security Planning
    • Trust and Estate Planning
  • Contact Us
Picture
Trust & Estate Planning

Trust and estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with an experienced trust and estate planning professional who stays current in this field and who can advise clients on a day-to-day basis.

At Integrity Financial Service, LLC, we have expertise in helping our clients create an estate plan to maximize the estate they leave behind and ensure that these assets are passed on as tax efficiently as possible, while avoiding probate.


Picture
Complimentary Consultation
At Integrity Financial Service, LLC. we offer our experience and knowledge to help you design your own strategy for financial independence.
Submit