Schedule an Appointment
Contact
There are two easy ways in. Pick a time on Loren’s calendar, or send us a message and someone from our team will be in touch as soon as possible.
Or reach us directly515-326-0107Hello@integrityguidance.com
Two ways in
Whichever suits you. Booking puts you straight on Loren’s calendar. A message reaches our team, and we’ll take it from there.
Book a time now
Loren Sherman Founder & Financial Advisor
“You’ll speak directly with me, as I handle all introductory calls personally.”
You don’t need to prepare much. If you’d like, you can have recent account statements or a list of questions ready, but our discussion will stay high-level.
Reach us directly
After you reach out
No pressure and no surprises. Here’s how the first steps go.
You reach out
Pick a time on Loren’s calendar, or send a message. Someone from our team will be in touch as soon as possible.
Free · 30 minutes
You share your retirement concerns and a bit about yourself. We’ll share a bit about us and answer your initial questions.
Your choice
From there we mutually decide to schedule a Power Hour meeting or part ways as friends. We’ll even help you find another advisory firm if we’re not a good fit.
Yours to keep
A two-page report where all 15 retirement risks receive a color-coordinated grade of either red, yellow, or green. Even if we’re not the right fit to work together, it’s our gift to you.
Before your call
Anything else you’d like to ask? Call us at 515-326-0107, or bring it to your intro call.
Book a time with LorenNo, the initial call is complimentary.
You’ll speak directly with Loren, as he handles all introductory calls personally.
Yes! Many of our clients prefer Zoom or phone meetings.
You don’t need to prepare much. If you’d like, you can have recent account statements or a list of questions ready, but our discussion will stay high-level.
We’re not the perfect fit for everyone. If that’s the case, we’ll part ways as friends, and we can introduce you to other professionals we trust.
Keep exploring
Your next best step
Your first call is with Loren. It’s free, it takes about 30 minutes,
and you don’t need to prepare much.