Are you a teacher looking to secure your financial future with the best retirement plan available? The 403b Integrity Test, created by NEA Retirement Specialist Bob Cheatham, CRPS®, is a simple 7-question tool designed to help you identify plans with lower fees, better investment options, and fewer penalties—ensuring you understand the retirement plans offered in your school district. Take a moment to download the test now and use it to confidently evaluate your options or vet any salesperson’s pitch—your retirement deserves it!

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Integrity Wealth Advisors will never share your contact information with a 3rd party.

(805) 339-0760 x112
bob@iwaplan.com
@The403bCoach

Our Locations

Ventura

V E N T U R A

196 S Fir Street, Ste 140, Ventura, CA 93001
ventura@iwaplan.com
office: (805) 339-0760
fax: (805) 339-0793

Ojai

O J A I

205 S Signal St, Ojai, CA 93023
ojai@iwaplan.com
office: (805) 646-3729
fax: (805) 646-0447

Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

  • Act in your best interest
  • Be transparent about costs and fees associated with our services
  • Disclose any conflicts of interest that may be present when providing recommendations
  • Help you understand all of the options available to you
  • Provide prudent investment advice
  • Avoid high cost or high commission products
  • Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

Schedule Appointment