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Financial Planning

Watch your savings growTogether with our sister firm, Fibonacci Financial, Integritas Public Accounting provides a full range of Personal Financial Planning Services for Business Owners and Professionals.

  • Comprehensive Financial Planning
    Peace of Mind - knowing all the bases are covered & you'll Achieve Your Goals
  • Computerized Personal Accounting
    Putting you in Control of Your Finances so you can sleep at night.
  • Retirement Planning
    Knowing the money will be there when you retire.
  • Investment Consulting
    Truly “independent advice” to accelerate your investment growth.
  • Asset Allocation
    Stocks, bonds, gold, or cash ? Knowing the right investment mix at the right time will provide solid growth and protect your wealth.
  • College Tuition Planning
    Making sure your kids and grandkids have a head start in life.
  • Tax Avoidance Planning and Preparation
    Proper tax planning will provide more current cash flow and faster wealth growth.
  • Succession Planning (family owned businesses)
    You built it - pass it on right.
  • Estate, Gift & Trust Tax Planning
    Your family needs it more than the government - make sure they get it.

Contact

560 South 100 West, Suite 12
Provo, UT 84601
Get Directions

 

Telephone: 801.375.2969
Fax: 801.375.2954

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