Our Firm

Rick Bates, President and Owner of Integrity Investment & Tax Advisory, LLC, guides his clients through a unique process that enables them to make well-informed choices regarding their investments. Since 1986, he has been utilizing his experience and keen eye for financial advising to assist his clients and help them achieve a more successful retirement with the goal of successful retirement.

  • Feeling overwhelmed?
  • Tired of worrying about your money?
  • Afraid to open your statement?
  • Concerned about the uncertainty of the market?

You’ve come to the right place. Rick uniquely empowers his clients by helping them understand various investment options. He communicates important information in such a way that clients are able to navigate each decision with ease, helping them determine the best choices for their personal needs.

Take a moment to call Integrity Investment & Tax Advisory, LLC & get the help you need to better understand the best strategy for you in today’s market!

Our philosophy at Integrity Investment & Tax Advisory, L.L.C is that we are the coach who assists you in identifying and helping you to reach your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will help you to reach those goals.

SEVEN-STEP EDUCATIONAL PROCESS

  1. Identify lifetime objectives & strategies
  2. Understand all your options
  3. Determine your risk profile
  4. Build your stable allocation model
  5. Optimize your investment allocations
  6. Identify tax reduction and catastrophic protection strategies
  7. Schedule regular periodic reviews

An informed client is a good client.

Integrity Investment & Tax Advisory, L.L.C would be pleased to steer you toward a lifetime of financial stability. Call, email or stop by for details regarding how we can help you reach your financial goals!
Contact Us

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Integrity Investment & Tax Advisory and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Integrity Investment & Tax Advisory and Sound Income Strategies LLC are not associated entities. Integrity Investment & Tax Advisory is a franchisee of The Retirement Income Store®. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2021 Sound Income Strategies.

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