As retirement counselors we take a team-based approach to planning your retirement. When everything comes together as planned, your success is also ours.
Your financial information and retirement planning should be organized, available, and easy to understand at all times. There’s no reason to wait – and when you work with Integrity Wealth Management, there’s a variety of investment options we can help you pursue.
Your retirement deserves the attention of Certified Financial Planner™ professionals – a designation that represents a high level of competency, ethics and professionalism. CFP® professionals are held to the highest of standards including education, experience and examinations, outlined in the CFP® Board’s Standard of Professional Conduct. Marissa and Mike are proud to have held the CFP® certification since 2010. If you’re already working with a financial planner, make sure they’re certified: ask.
Integrity Wealth Management takes a comprehensive approach to your retirement planning, utilizing technology to help improve your retirement readiness. We also know that life happens, and the unexpected can often affect your dreams. When it does, you’ll be glad to have us on your team, monitoring the state of your finances and assisting in making adjustments to keep you on track.
Learn more about our process by clicking the steps here:
What began as a life insurance business in 1970 evolved into the full-scale retirement planning services of Integrity Wealth Management. Founder Steve Klaers joined Dick Larson with a mission to help clients "retire with integrity". By the time Steve retired in 2012, the company was a family business incorporating the skills of his daughter Marissa Poissant, her husband Mike, and Dick's son Rick.
Following a tradition of exceptional service in customized retirement planning, we're continually honored when clients trust us with their hopes and dreams. Explore our profiles here to learn more about our backgrounds and commitment to you.
Marissa began her financial services career in 2002, working with her father Steve Klaers while attending the University of Saint Thomas. She joined the company full-time in 2007 and earned her CFP® designation in 2010. When not enthusiastically focused on the details of financial planning, Marissa enjoys running in her free time and has completed several marathons.
Phone: 651-842-0575 ext 204
Mike began his financial services career in 1999, joined Integrity Wealth Management in 2008 and earned his CFP® designation in 2010. Previously, he worked with H. Beck – the company's current broker/dealer – as an Investment Product Specialist, which was where he met Marissa. He enjoys keeping up with his home sports teams, the Washington Redskins and Washington Capitals.
Phone: 651-842-0575 ext 205
Dick entered the financial industry in 1965, earning multiple accolades throughout his career; including a Master of Science in Financial Services degree from the American College and a Doctor of Jurisprudence from Hamline University Law School. He believes in lifelong learning and serves his clients by recommending suitable actions he would take himself in the same circumstances.
Phone: 651-842-0575 ext 203
Continuing the firm's tradition of a family business, Rick joined his father Dick in the financial services industry in 1987. He attended the University of Minnesota, lives in Bloomington with his wife and children, and enjoys running in his free time. Even more, he enjoys the satisfaction of representing clients through highly rated and regarded financial services companies.
Phone: 651-842-0575 ext 202
Due to various regulations and requirements concerning the dissemination of information regarding investment products and services to members of the investing public, we are currently required to limit access of our client investment pages to individuals residing in states where we are currently securities registered: Arizona, California, Connecticut, Florida, Louisiana, Maryland, Michigan, Minnesota, Missouri, Wisconsin.
This is not an offer or solicitation in any other state.
Links to other website are not created or endorsed by H. Beck, Inc. These website are maintained by an unaffiliated third party and are for informational purposes only. Outside third party material may not be regulated under the same standards as Registered Securities Firms / Broker-Dealers / Registered Investment Advisors. H. Beck, Inc. makes no representation as to the completeness or accuracy of the information provided, and disclaims any responsibility for or endorsement of, the recommendations made at or content included on this website.
Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results. This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation.*