Kevin and Jeanie Bock have been helping people retire well for over 30 years. Together they founded Integrity Retirement Solutions, LLC — a name which conveys their belief in honest business and their solutions to handling more than just money.
Early in their careers, Kevin and Jeanie helped teach their clients about more effective ways to save for retirement. Over the years, their first clients grew older and needed to take on a different type of planning — one that protected what they worked hard for while still getting a fair return, instead of trying to get better growth along with more risk.
Over the past 30 years, they noticed a common thread with their clients. Most, if not all, had many advisors. They had an investment advisor or two, they had an insurance advisor or two, they had an accountant or tax preparer, and they had an attorney who drew up their wills and powers of attorney. Some had a business with a number of other advisors.
When a new client review was done, Kevin and Jeanie found that most of the time, none of the client’s advisors had talked to each other about their client’s needs. They were each doing their own thing. Because of this, the Bocks often found some very big holes or gaps in the client’s plan. When each advisor tried to help their client, they did it without getting enough information from the other areas.
When you sit with an advisor at Integrity Retirement Solutions, LLC, each area of your retirement, financial, and estate planning life will be reviewed in depth. We will coordinate each area of your plan and reduce or eliminate the holes and gaps to help prevent future headaches and worries. Click here to see our “Pillar Planning Process” and how it makes the difference.
Many think they have everything taken care of. But in most cases, when we sit with a potential client, we find major errors or omissions that could cause problems and surprises. Find out what you might be missing by sitting with a knowledgeable and resourceful professional advisor at Integrity Retirement Solutions, LLC.
Because of the success Integrity Retirement Solutions, LLC provides its clients, we’ve created a multinational, multigenerational clientele, from Washington State to Kuwait. Integrity Retirement Solutions relies on a “referral-mainly” business, meaning we don’t need to advertise and we thrive from a very large referral network consisting of previous clients, social workers, personal care facilities, nursing homes, home care agencies, attorneys, CPAs, and others from the financial industry.
Kevin and his wife, Jeanie, live in Greensburg, Pennsylvania. They have a son, Brandon, who is a computer/software engineer. Kevin and Jeanie are very involved with the community. They’re both active in supporting and fundraising for many charities, including the Westmoreland Cultural Trust (where Kevin sits on the Board of Directors), Big Brothers and Big Sisters, multiple veterans’ organizations, Twilight Wish Foundation, Westmoreland County Food Bank, and many more.
Kevin has had several articles and podcasts published in national trade magazines in the financial industry. He’s also hosted a radio show for four years called “The Smart Money Show.” He’s been interviewed many times for BIZBURGH on WORD FM and WPIT. He recently hosted “Retirement Talk with Kevin Bock” on 1250 The Answer and is currently on WJAS, 1320AM every Saturday at 7 a.m. Kevin is frequently asked to speak to groups regarding various financial topics.
Kevin belongs to the Wealth Management Round Table in Pittsburgh. He is a member of the Pittsburgh Estate Planning Counsel, belongs to the Society of Certified Senior Advisors, and is active in the Westmoreland Chamber of Commerce. He served on the Board of Directors and Executive Committee as Treasurer for the maximum two terms. He’s also on the Ambassador Committee, Golf Committee, Government Affairs Committee, and has served as Chairman on most of them. Kevin was instrumental in writing the financial section and publishing the Aging Westmoreland booklet, along with many other caregivers, nursing and personal care homes, and other people who are resources to the senior citizens in the area.
When he isn’t working, speaking, or volunteering, Kevin loves to ski with his family and is the head ski trainer at the Hidden Valley Snow Sports School. He likes to shoot trap and sporting clays with his son, Brandon. He belongs to a golf league on Monday evenings and enjoys golfing in fundraising tournaments. Kevin also loves to eat good food and often barbecues for his friends. He’s even created his own barbecue sauce which he hopes to market in the near future! Kevin also likes to listen to the great local bands around town with his wife and friends.
Jeanie helps keep Kevin in line and on track with client meetings and plans. She also works directly with the Director of Veterans Benefit Advisors, who is an accredited attorney with the Veterans Administration.
In her spare time, Jeanie loves volunteering, snow skiing, travel, and eating Kevin’s barbecue. She also likes to listen to the great local bands around town with her husband and friends.
Joe started working in the financial industry in 1991 with Lutheran Brotherhood in Western PA. He received his Certified Financial Planner credentials in 1999.
Joe truly believes that knowing his clients, recognizing their needs, and appreciating their values are absolutely the most important things a true financial professional can do.
Joe is a graduate of Penn Trafford High School. He and his wife Amanda have lived in Delmont, PA since 1993 and are blessed with three grown daughters.
Joe is an avid golfer and enjoys photography and sports. Amanda enjoys baking, gardening, and spending time with her family. They’re both proud to support the Penn State Thon, a program that raises millions of dollars for children with cancer.
Samantha has managed operations and administration in the financial and banking industry since 1990. She is a couple classes away from completing her BA in psychology and has plans to pursue her MBA in business management. “Sam” was raised in Monroeville, PA, where she met her husband of 30 years and have been residents of Greensburg for the past 10 years. She and her husband are parents of two amazing children and have a wonderful daughter-in-law. They also just became new grandparents! In her spare time, Sam enjoys oil and acrylic painting, cooking with her daughter, and spending time with her new grandson.