PLAN WELL. LIVE WELL. LEAVE WELL.
Daniel J. Andreotta I.A.R
Getting Started
We are real people helping real people. Don't trust your financial future to a cartoon app on your phone. You can't even know if you are dealing with a real person. Come see us in person. Sit across the table from us. Know who you are working with. I am a Hendersonville, N.C. native and lifelong resident. This is where I raised my family, and this is where I started my business. I am a true, Independent, Fiduciary Advisor. I am not proprietary to any institution, nor do I have product quotas to meet. This means I am totally committed to acting in your best interest.
We realize no one ever woke up late in life surprised by the resources they had accumulated. Rather it happened with intent, commitment, and careful planning. Reach out today to get started.
daniel@integrityfinancialgroupnc.com
828-329-7820
WHAT SOME OF OUR CLIENTS HAVE TO SAY
"We have appreciated Daniel's Professionalism. He has guided us through the investing process, always without pressure while helping us understand the steps and feel at ease."
Kyle and Cindi Rhodes - Realtors
"Our companies had a great experience working with Daniel Andreotta at Integrity Financial Group to set up our company’s 401(k). He has gone out of his way to answer questions and provide guidance that helps our employees confidently plan."
Terry Baker
Stephanie Baker Gash
Construction Specialties & Design Builders, Inc.
Associated Land Surveyors & Planners, PC
"We highly recommend Daniel Andreotta as a Financial Advisor for both personal and business financial planning. His ability to align personal finances with business planning has given us confidence and clarity in our overall financial outlook. Daniel is professional, responsive, and a trusted partner in helping us make informed financial decisions. "
Donald and Kelly Noble
Noble Pest Solutions
"Working with Daniel has been great. We really feel at ease knowing he is handing our money. "
Mike and Connie Baer
Guidon Brewing
moneytalks podcast
We discuss ALL things financial, and how they affect you. Topics like real estate, mortgages, saving, investing, business succession planning, long-term care, interest rates, legislation, and so much more.
We discuss ALL things financial, and how they affect you. Topics like real estate, mortgages, saving, investing, business succession planning, long-term care, interest rates, legislation, and so much more.
We discuss ALL things financial, and how they affect you. Topics like real estate, mortgages, saving, investing, business succession planning, long-term care, interest rates, legislation, and so much more.
Tune in the First and Third Saturday of each month on WHKP at 9:30 AM. Hear from our awesome, local sponsors who are experts in their field, and welcome the opportunity to be of service to you anytime.
We discuss ALL things financial, and how they affect you. Topics like real estate, mortgages, saving, investing, business succession planning, long-term care, interest rates, legislation, and so much more.
We discuss ALL things financial, and how they affect you. Topics like real estate, mortgages, saving, investing, business succession planning, long-term care, interest rates, legislation, and so much more.
If you are unable to listen in at regulare broadcast times, visit WHKP.com and find our podcast there. Also, email us anytime and we will be happy to send you any program link you wish.
We discuss ALL things financial, and how they affect you. Topics like real estate, mortgages, saving, investing, business succession planning, long-term care, interest rates, legislation, and so much more.
If you are unable to listen in at regulare broadcast times, visit WHKP.com and find our podcast there. Also, email us anytime and we will be happy to send you any program link you wish.
Why > how
"No man is an island." We all have connections that mean more to us than our own well being. That connection is your "why." Be it someone, many someones, or even an organization or cause. Perhaps it is simply what you have worked for thus far in your life, and hope will continue.
It has been said that people become intentional about their finances largely because they love someone or something else. That is the reason your "why" is greater than the "how." Make no mistake, the "how" matters, but even the best plans are abandoned if the reason is lost sight of.
No one can choose the "why" for you, and over time it may even change. But we will certainly walk the road of "how" with you through all of those changes, because no one ever said: "I wish I would have done less."
Social Security
Your Business Is Our Business
Your Business Is Our Business
Does it seem impossible to understand the details? Talk with our NSSA Certified Professional about all your Social Security questions.
Your Business Is Our Business
Your Business Is Our Business
Your Business Is Our Business
We have extensive experience helping business owners and their employees. From benefits to retirement, let us work with you.
Business Succession Planning
Your Business Is Our Business
Business Succession Planning
The term may sound new, but the need is not. Every business owner needs an exit strategy. Whether selling to an outside buyer, current employees, or passing the torch to a family member. Let us help protect what you have worked so hard to build.
START TO FINISH
ONE SIZE ONLY FITS ONE
ONE SIZE ONLY FITS ONE
Whether a child needing a financial jump start, or a senior adult wanting to finish well, and everyone in between.
ONE SIZE ONLY FITS ONE
ONE SIZE ONLY FITS ONE
ONE SIZE ONLY FITS ONE
Process NOT products. It's not about the latest financial "trend" that everyone is going after. Only what works for your ever changing life.