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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.
 
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