Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Integrity First Planners, Inc. |
| Address: |
20521 Chagrin Blvd Suite A |
| City: |
Shaker Heights |
| State: |
OH |
| Zip Code: |
44122 |
| Telephone: |
(216) 751 - 4229 |
| Fax: |
(216) 803 - 0411 |
| Web Site: |
www.integrityfirstplanners.com |
| |
| Integrity First Planners, Inc. is a Cleveland
area comprehensive financial planning practice specializing in near pre-retirement
planning and post-retirement distribution planning. Mr. Butze is an IRA distribution
specialist with advanced training and interest in working with members of the
federal government's retirement plan. Mr. Butze is a Charter member of Ed Slott's
Master Elite IRA Advisor Group and a member of the HS Dent Advisor Network. You
may visit our Web site, www.integrityfirstplanners.com to
find a federal employees pension calculator. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Kenneth P Butze Jr |
(216) 751 - 4229 |
kpbutze@unitedplanners.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 6, 62, 63, 65, 7, 24
Insurance Licenses (Life, Health, Disability, etc): Life & Health
(includes Long Term Care and Disability), Variable
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): CFP, CLTC, ChFEBC
Education/Area of Study: BA, History
Associations and Affiliations: Ed Slott Master Elite IRA Advisor
Group, HS Dent Advisors Network
Experience:
I have / The office has been providing financial and/or related advice to clients
for 10 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
--- |
Stock and bond brokerage |
X |
Other: IRA Distribution Planning |
Specialty: Working with seniors in all facets
of distribution planning and estate planning.
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with United Planners Financial
Services of America |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
