At Integrity, we have long understood that Life, Health and Wealth protection and planning should work together holistically. Perspective Wealth Planning shares our vision — and our values. The Pennsylvania-based firm specializes in creating holistic planning and early retirement strategies that fit each client’s individual risk profile and timeline. Joining Integrity Wealth will empower the firm to expand its scalability and enable cross-custodian flexibility for its advisors. All to help more Americans achieve their specific financial goals.
American families need the protection and peace of mind that life insurance offers. Expert guidance from agents helps them obtain it — and Conglomerate Financial Group helps its team of dedicated agents deliver the right solutions, at the right time. The Detroit, Michigan-based agency’s growth has been fueled by a commitment to mentoring agents, so they can achieve lasting success. Integrity’s proprietary technology and resources will empower Conglomerate Financial Group’s agents to work smarter than ever and serve clients even more efficiently.