Profile: Dave Stanley

Integrity Financial Service, LLC specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you're typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped literally thousands of individuals and couples, at all economic levels, to enjoy a worry free retirement knowing that their money is safeguarded, plus working hard and smart, and ready for them when needed.

There is no one "best place" to put your retirement money because each individual and couple has unique requirements, different tolerances for risk and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. In order to make sure your money is in the "best place for you", your unique circumstances must be taken in to consideration. This is where we can be of service.

  The two most common money mistakes made by the retirement-minded are (a) putting all their retirement assets in short term savings places, and (b) unknowingly taking risk they can't afford. If you have your retirement money in highly liquid places that allow you access immediately, you're paying a dear price for liquidity you don't need. Not all of your retirement money will be needed at the same time; therefore you may need to space your investments so they come due when needed yet retain enough flexibility to take care of an emergency should one arise. Far too many people have all their retirement money in the "market" and exposed to the risk of principal loss. Certainly some of your money needs to be in short-term places that give you access without penalty. Some may be able to afford the risk of the market with some of their retirement money, but too much in either place is generally a bad plan.

We can help you deploy your retirement money properly - meeting your liquidity needs and making sure your risk is suitable at the same time helping you strike a proper balance between the short-term and the longer-term maturities. We can also assist you in making sure you are paying only your fair share of taxes and not one cent more. Additionally, with our help the income from your retirement money, pension (if you have one) and your Social Security can be perfectly coordinated to assure you a worry free retirement without fear of running out of money in your lifetime.

We're very hopeful for an opportunity to discuss your retirement plans so you can learn first hand how we can be of benefit. There is no cost or obligation to talk with us by phone or meet to discuss your circumstances and your retirement plans. If we can't be of service, you will at least have the comfort of knowing that you have consulted with a knowledgeable professional about the most important financial decisions in your life. It is very important for you to get retirement "right" because there is no second chance. We look forward to working with you soon to help you lower your stress and worry over your retirement years. 





Life Insurance Guide

Learn more about the various life insurance options available to you that can help you achieve your goals.

Download

Integrity Financial Service, LLC

Dave Stanley

Please contact us for all your retirement needs.

Tune into My Safe Money Radio program and listen to more information about protecting your retirement.

(616) 719-1979 Dave.Stanley@RetireVillage.com

Looking for Answers?

Download the Safe Money Guide Now and learn more about safe retirement options that can help you achieve your retirement goals.

Download

Contact

Fill out the form below with your questions and for updates to our full library of retirement planning articles, videos, and downloadable booklets.

Home

Dave Stanley

Dave.Stanley@RetireVillage.com

4466 Heritage Ct, SW Grandville, MI 49418

(616) 719-1979


Newsletters | Calculators


Request a free copy of the "Safe Money" book. Simply Click Here and fill out the Safe Money Radio form.

Host of Safe Money Radio on News Radio Wood 1300 and 106.9 FM Sundays at Noon.

We pride ourselves in helping our clients enjoy a worry free retirement knowing that their money is working hard, smart and is safeguarded.

Disclaimer: The information presented here is intended as information only and is not intended to repesent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.