Shawn DeFoe - Integrity Investment firm Lafayette LA

Integritiya

Shawn DeFoe - Integrity Investment firm Lafayette LA

Whatever your financial goal, Shawn DeFoe and his team are ready to assist you to accomplish all your short and long-term goals.

Contact us for Mutual Fund Investment and Financial Planners' services in Lafayette, Lousiana. If you are worried about your children's education planning,

Integrityria is here to assist you to give a clear-cut idea about the future and to frame a suitable program for action.

Shawn DeFoe, Integrity Registered Investment Advisors is an independent,

Lafayette-based investment advisory firm. Disheartened with operating on a commission basis in the broker-dealer environment,

Shawn ventured out on his own to create a firm that provided informed, unbiased, and customized advice for clients regardless of their account size or net worth.

Integrity registered Investment advisor .

PORTFOLIO MANAGEMENT ,RETIREMENT ACCOUNT,EDUCATION SAVINGS,EDUCATION PLANNING,INSURANCE

To educate and make our clients money, allowing them to be better equipped in planning for the future and attaining their individual financial goals and long-term investment needs.

Our team of highly credentialed professionals brings broad expertise and skills to the responsibility of providing objective advice that clients trust.

Investment firm Lafayette LA

FINANCIAL PLANNING

FINANCIAL PLANNER

BUDGETING

PORTFOLIO MANAGEMENT

RETIREMENT ACCOUNT

EDUCATION SAVINGS

EDUCATION PLANNING

INSURANCE

INSURANCE PLANNING

RIA

REGISTERED INVESTEMENT ADVISOR

INVESTMENT ADVISOR REPRESENTATIVE

LIFE INSURANCE

LONG TERM CARE INSURANCE

GROWTH STOCKS

VALUE STOCKS

MUTUAL FUNDS

ETF’S

EXCHANGE TRADED FUNDS

EQUITIES

INCOME PLANNING

INCOME INVESTMENTS

Why might an independent RIA be a good choice for an investor?

- Independent RIA’s generally have affiliations with a variety of firms that assist with tax planning, estate planning, money management and more. These affiliations allow them to help their clients with complex financial needs.

- They generally have affiliations that are free from the conflicts of interest you often see at retail brokers, independent broker dealers, or captive insurance agents.

- The compensation of some independent registered investment advisors is directly related to growing the assets of their clients, which can benefit the advisor and client alike.

Integritiya

5 Benefits of Life Insurance for Retirees

Aneeqa Reza 2023-07-19

It is designed to provide a lump sum payment, known as the death benefit, to the designated beneficiaries upon the insured person's death. There are several different types of life insurance policies available, each with its own features and benefits. Here are some of the most common types:· Term Life Insurance: This type provides coverage for a specified period, typically 10, 20, or 30 years. The death benefit can be used to equalize inheritances among multiple beneficiaries or provide for charitable giving. Retirees can utilize this cash value by taking out policy loans or making partial withdrawals to supplement their retirement income.

How Not Having Car Insurance Can Be Bad For Your Financial Planning?

Generalblogs 2022-04-01

In most cases, you are required by law to have car insurance. What Can Happen If You Don't Have Car Insurance? If you don't have car insurance, you could face serious consequences. If you've never had car insurance, it's time to start thinking about getting some. Not having car insurance can be bad for your financial planning because if you get into a car accident and are not at fault, you could end up with expensive bills.

5 Key Elements of a Good Estate Plan

Best Insurance Online 2022-01-24

Estate planning is much more than simple will writing. Although will writing is an integral part of it, estate planning involves decisions about your health, finances or more in the event of your death or incapacitation. Ideally, it would be best if you started estate planning as soon as you become an adult and then keep updating it regularly or as per need.

Dan Pimental Insurance Planning Services

Dan Pimental 2021-08-24

Insurance planning is a critical component of a comprehensive financial plan.

But without a thoughtful insurance plan, every one of those facets of a financial plan could be exposed to unforeseen risks.

Insurance is first and foremost a tool of protection, and provides the base of protection that every successful financial plan requires.

The principal goal of insurance planning is to identify and analyze risk factors in life and seek proper coverage to attain a peace of mind if disaster strikes.

With over 10 years combined experience, Dan Pimental giving you proper insurance planning services 24 hours a day, 7 days a week!

Then Dan Pimental customize a plan to meet their needs, both personal and business.Why Would You Choose Dan Pimental Insurance Planning Services?Dan Pimental Insurance Planning Services helps you identify and plan for all the risks involved in every aspect of your financial life.

What Is Estate Planning Exactly?

Emma Taylor 2023-06-29

Understanding the basics of estate planning Estate planning is the process of preparing for the transfer of an individual's assets and wealth after their death. Importance of Estate Planning Estate planning is the process of preparing for the distribution and management of one's assets after their death. Additionally, estate planning allows individuals to minimize estate taxes and other expenses associated with probate proceedings. Components of an Estate Plan Estate planning is the process of organizing and arranging for the management and distribution of an individual's assets after their death. Common Estate Planning Tools and Techniques Estate planning is the process of arranging and organizing one's assets, properties, and financial affairs in preparation for their eventual transfer to beneficiaries upon their death.

Why Estate Planning is Essential for Single Individuals

Jamie Brierton 2024-07-11

This article delves into the reasons why estate planning is essential for single individuals, offering insights and guidance to help you navigate this critical process. The Importance of Estate Planning for Single IndividualsProtecting Your Assets and WishesOne of the primary reasons estate planning is essential for single individuals is to ensure that your assets are distributed according to your wishes. Unique Considerations for Single IndividualsGuardianship for DependentsIf you are a single parent, estate planning becomes even more critical. The Role of an Estate Planning LawyerExpertise in Local LawsEstate planning laws vary by state, and having an estate planning lawyer familiar with local regulations is invaluable. While it is possible to create a basic estate plan using online tools, working with an estate planning lawyer is highly recommended.

WHO TO FOLLOW

Research & Plan with AI

Write with AI

Optimize, Edit & Publish with AI

Research & Plan with AI

Write with AI

Optimize, Edit & Publish with AI

Shawn DeFoe - Integrity Investment firm Lafayette LA