(719) 955-4801 or (844) 746-8854

How It Works

Your road to lifelong financial success begins with five simple steps.
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Step 1


The first place to start is getting to know each other. We do this by scheduling an introductory call or in-person visit. We will begin learning about you, your priorities, and your goals.

Schedule your consultation  »

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Step 2

Formalize the Relationship

The consultation will reveal if the relationship is the right fit for you and us. If you decide to proceed, we will schedule the planning meeting and begin the necessary paperwork process. 

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Step 3


We will fully discuss your situation, capture all relevant details, and then develop a customized plan aligned with your vision for the future. 

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Step 4


We put your customized plan into action.

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Step 5

Monitor and Maintain

We work with you every step of the way and help you make the adjustments necessary through life’s changes.

Jason Akridge Senior Financial Advisor

Take the first step and talk to a friendly advisor like Jason today.

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Products of Integrity Wealth Advisors are not FDIC insured; are not depositis or other obligations of, or guaranteed by, Integrity Bank & Trust; and may be subject to investment risk, including the possible loss of principal. 

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