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!