Get The Cash You Need When You Need It Most!

... Taking advantage of Other People's Money

Dear Colleague:

Imagine having the cash you need at a time there was no other way to get it. No other way at all and yet, there it is. Like when you're sick and can't work... and you have to cover the overhead at the office or at home. It's great to have the cash in the bank... but it's a lot cheaper to use someone else's money... that's the magic behind insurance programs designed for the business owner.

It's also the value behind investment funds; another way to make sure that you have the necessary cash when you've had enough of the everyday rat race... and choose to start rewarding yourself for a job well done.

But there's more than that. Imagine the comfort of knowing...

• You know where you want to go and how to get there
• You're right on track with your money today and tomorrow
• Someone you trust is keeping track of all the details
• You have confidence to meet any critical financial event that comes your way
• Your "End Game" is taken care of - for those who matter most to you
• You don't have to know anything except that it's in good hands

Look, as an entrepreneur you probably have the smarts to do much of this on your own or you wouldn't be reading this in the first place... the question is where do you find the time to do it plus everything else on the list? What's worse, it sounds so much like work that it's too annoying to even get started.

The interesting and difficult thing about "Cash Crises" is that they tend to sneak up on you... some quietly build over time, and then too late they are discovered. Others seem to crash in on you and you're faced with a very real problem. Am I right?

Of course, that's the very nature of a Crisis... by definition it is sudden - accidental even. So, like protecting your home from loss by fire or your car from loss by collision ...you have to be ready in advance. If you need a parachute and don't have one...it's too late. It's the reason you have a spare tire in the car and may have never, ever used it. Yet...you still have one.

Not being prepared for a Cash Crisis is like driving a car with a faulty gas gauge when you don't know the car's fuel economy. Who'd want to live like that?

No one.

You may have questions in your mind right now about whether everything is 'as it should be'...

Click here for our Special Report: "What Every Entrepreneur Needs to Know To Stay Sane".

Wouldn't it be great to feel confident that your financial house is built on solid rock?

• Do you know for sure that you'd have enough income if you were hurt or too sick to go to work?
• What if you couldn't retire comfortably after a lifetime of work because you started too late or just didn't give it enough attention?
• What if you had to give up your business dreams because you failed to plan a way out... or... you get the picture...

Even a little contemplation reminds us that our business and personal financial health is extremely important. We can't ignore it or assume it's fine... but it's so onerous...

After all Financial Planning is an 'Elephant'...

And, if you were going to eat one, you'd do it... one bite at a time!

I'm Phil Evenden of Integrity Wealth Management and my team and I create personalized Cash Crisis Prevention™ programs that don't so much cost money as they save worry. With the right CCP program in place you are free to focus on your life, your family and your business without wondering what's around the corner.

Integrity Wealth Management specializes in organizing the financial affairs of leading entrepreneurs to assure that their finances can withstand a cash crisis. "Cash Crises" come from:

• Insufficient Savings
• Inappropriate Investments
• Poor Returns
• Misdirected Planning
• Serious Health Challenges
• And even death

We know the secrets to arranging assets; plans and coverages so that busy people like you can concentrate on their life and their work without the worry of "what would happen if?" We work with only top financial products to take the worry out of handling your money and the bite out of taxes. You'll come away with the order you need to have the peace of mind you deserve, build the nest egg you need and keep the money that's rightfully yours.

We focus on the two key areas that our experience tells us entrepreneurs are concerned about:

1. Long-term Money: smart investments so that you have the cash for your future when it's needed.
2. Lifestyle Guarantees: making sure the cash flow continues even when you are sick or injured, if you die too soon or should you need care in old age.

Click here for our Special Report: "What Every Entrepreneur Needs to Know To Stay Sane".

We help you do what you want to do and know has to be done -
but just can't get to...

We have a simple but highly effective W.I.S.E.™ process that enables us to zero in on the best solutions to the problems most on your mind. We provide wise counsel for your financial future.

There may be a lot of scary systems out there but not at Integrity... we know what's important, what works and what doesn't.

We use a simple process that enables us to quickly identify the best solutions to the problems and concerns on your mind.

We do this through our W.I.S.E. approach:

• W - W-5: A discussion about what is important to you; now and down the road
• I - Ideas & Innovation. We review the options that will get the job done
• S - Solutions. We take the fuss out of implementing the right plan of action
• E - Evaluation. We review regularly to be sure you stay on track

We have other professionals and experts on our team to provide you with more extensive advice in related fields: (example-Will preparation or Tax Planning).

Privacy and Confidentiality: Your information is not shared with anyone without your permission unless required by law. Personal information is gathered and maintained only to support our work for you and this includes our financial product suppliers and wholesale partners.

Here's what people are saying about me and the
Cash Crisis Prevention Strategy...

"Phil has been a good listener and advisor. He organized our investments in such a way that we now have a portfolio designed to meet our ongoing needs"- George and Eleanor Main, (Retired)

"Phil has done an excellent job helping us get our investments organized into a meaningful portfolio, geared to our goals"- Ray and Tammy Simmons, (Business Owners)

"Philip has been a helpful organizer, planner, and sounding board. We have found him to be someone who can bring expertise and an objective viewpoint"- Brian and Catharine Empey, (Physiotherapist, Teacher)

"Every successful engineer knows that a winning project relies on two basic principles: an outstanding team and a thorough and well-developed plan of execution. Not surprisingly, financial success is dependent on the same requirements. I found that the W.I.S.E.™ process provides an excellent system for planning and scheduling one's financial, legal and retirement needs. Philip Evenden and his team provide efficient and professional coaching to help the client implement this service to its full potential.
I strongly recommend Philip and his W.I.S.E.™ approach to anyone looking to plan for their financial future." - Jeremy Okolisan, P. Eng (Business Development Manager)

"Phil, just a short note to thank you for encouraging Linda & I to meet with Adam Cappelli [Estates Lawyer, Ross & McBride, Hamilton]. Although one of those important necessities we all seem to procrastinate about, we are now comfortable knowing our wishes are documented. The information package received prior to our initial meeting highlighted some items we would not otherwise have considered and allowed us to be better prepared. We found Adam and Kerrie to be very helpful, friendly, courteous and professional.
Thanks again for the encouragement and follow up."- Lary and Linda Kivell (Retired)

"Phil has built a very comprehensive and personal approach to wealth management and financial planning. From the first meeting through to implementation and continuous communication, he has created a very positive environment for his clients and a model that others should follow."- Gordon Laight (Regional Sales Manager, Franklin Templeton Investments)

This is all well and good but of no value unless you and I can meet. All you need to do is email and I'll be in touch with you at your convenience. A simple 25-minute meeting will tell us quickly whether we have a fit and I'm suited to helping you with your future. Or, just call me... and we can chat over the phone... Drop by if you like... we're easy to get along with.

Again... I'm Phil Evenden at

Integrity Wealth Management

"Defending Business and Family Legacies for Busy Entrepreneurs"

3385 Harvester Road, Suite 215
Burlington, Ontario
L7N 3N2
tel: 866.325.6345 or 905.631.6345

I look forward to meeting you.

Click here for our Special Report: "What Every Entrepreneur Needs to Know To Stay Sane".

Still Wondering?

Maybe you still have your doubts. That's OK. Maybe you just need to know more about who we are and what we do in a more traditional way.

Visit our traditional home website at www.PlanWithIntegrity.com and learn more. You'll get to see some attractive graphics, pictures of everyone at the office and learn more about us... bios and the like.

If that won't convince you... what else can we do? Just remember ... we believe that one of the greatest values you can get from a financial planner is... A Good Night's Rest Every Night - and with Integrity it comes with the territory.

If you'd like to receive our email newsletter for business owners, email us. Contact us anytime if you have a question about any of the articles we send to you. You may opt out of this service anytime.

I hope to meet you one day soon.

Philip Evenden
Certified Financial Planner