Your challenges, our solutions.
We understand the unique hurdles you face as a business owner:
Wearing Many Hats
Running your business leaves little time to think about your future.
Uncertainty About the Next Chapter
The transition from business owner to retiree can feel overwhelming. We're here to help you navigate it with confidence.
Legacy Concerns
You want to ensure your heirs benefit from your success without mismanaging your legacy.
We provide personalized financial guidance, so you’re supported through every decision and transition—allowing you to focus on your goals without losing control.
How we help.
We take the complexity out of transitioning your business and planning for retirement, allowing you to focus on what matters most.
Collaboration with Experts
We work alongside estate planners, business brokers, and tax advisors to ensure your business transition is seamless and aligned with your financial goals.
Retirement Income Planning
We help you transform the proceeds of your business sale into a dependable income stream, securing your lifestyle in retirement.
Legacy Protection
Our strategies safeguard your assets and create a structured plan for passing wealth to your heirs responsibly, minimizing potential family disputes.
Why choose Integritas Financial?
Personalized Service
Our intentionally small client base ensures you get the attention you deserve.
Collaborative Approach
We coordinate with a trusted network of professionals to manage every aspect of your financial life.
Proven Experience
We have experience helping many small business owners successfully navigate the transition from business ownership to retirement. We understand your challenges and are dedicated to your success.
Let’s start with a simple conversation.
1
Chat with Ryan Kaysen, CFP®.
Schedule a complimentary call to find out how Ryan can help you achieve your financial goals.
2
Team up with Integritas.
After talking through our plans and our pricing, we’ll team up to build your plan.
3
Build your plan.
We use industry-leading tech to ensure that your plan is accessible and complete.
Financial services that fit your needs.
Life can get busy, and making the best money choices isn’t always easy. That’s where we come in.
As a small business owner, you've devoted countless hours to building your success.
But when it comes to planning for the next chapter—whether selling or transferring your business—you shouldn’t have to do it alone.
At Integritas Financial, we act as your financial quarterback, collaborating with trusted professionals to guide you through every financial decision during this pivotal time and into retirement.
