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941.955.2700

FOR PRE-RETIREES AND RETIREES WHO WANT A PLAN BUILT TO LAST

Will Your Retirement Income Last as Long as You Do?

We find that most people can't answer that question with confidence.

This short guide from Sam Cione, financial advisor and founder of Integrity Wealth Management, walks you through 5 strategies to pressure-test your retirement income plan, so you can find any potential gaps now instead of ten years in — when changes can be more difficult to implement and can be much more expensive.

Strategies designed to turn your retirement savings into monthly income built to last 30 years or more

Options to help keep a market drop from forcing you to sell investments at a loss

Discover the right time to file for Social Security, for the right amount to reach your retirement goals

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By providing your information, contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

5 Strategies. 15 Minutes.

A clear path to a personalized retirement plan you deserve.

One read gives you a working checklist for five common decisions that help shape whether your money lasts as long as your retirement. Inside, you'll find:

The question to answer before you ever look at the numbers.

How to turn savings into monthly income.

What happens to your plan in a 20 to 30% market drop

4 honest questions to ask before you pick a retirement date

A simple review rhythm designed to keep your plan current.

WHO'S BEHIND THE GUIDE

Independent, advisor, and on your side of the table

Sam Cione founded Integrity Wealth Management more than 20 years ago with one goal: bring family-oriented financial guidance to the Sarasota area. His firm is independent, which means recommendations are built around your situation, not a product quota. And as an advisor, Sam puts your interests first.

He's also seen what can happen when families don't have a plan they are confident in. It's the reason he does this work, and the reason this guide exists.

Meet Our Team

It’s time to experience your wealth on your terms

Book your no-pressure consultation with our financial professionals to discuss your retirement vision and how we can help you get there.

Schedule Your Consultation

Contact us

info@iwmfl.com

941.955.2700

Visit Us

6561 Palmer Park Cir., Suite C

Sarasota, FL 34238

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Certifications

Integrity Wealth Management, Inc. is registered as an investment advisor with the state of Florida. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Content should not be viewed as personalized investment advice or as an offer to buy or sell the securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Third-party rankings and recognition from rating services or organizations are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance.

Integrity Wealth Management, Inc. and Samuel L. Cione is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. Licensed Insurance Professional.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.

MDRT membership is granted based on a minimum level of commissions or fees and adherence to the MDRT Code of Ethics. It is not indicative of investment performance and does not imply endorsement by any regulatory authority.

ARE-17780 | #27580 | 3/31/2026