Dylan Woebkenberg

Dylan Woebkenberg CFP® at Integrity Investment Planning Group. I help families filter out the financial noise and Wall Street myths to focus on what actually works.

Michigan State alum, golfer, and advocate for simplicity. Here to help you build your own "Rich Life."

02/20/2026

MoneyRun #67 🏃‍♂️💼

67 videos in and the mission hasn’t changed.
Just got done networking with some incredible people, and it reminded me why I do this. Who you run with is everything.

I’m looking for more people who are actually passionate about helping others to be on my team. No ego, no fluff—just people who care about making a real impact and helping families win.

If that’s you, let’s go. We’re just getting started! 🚀
Danielle Dmytrusz
Danielle Farkas-Gill
Jordan Paholak
Integrity Investment Planning Group

I spent some time yesterday with a group of local professionals, and our conversation kept coming back to one thing: the...
02/20/2026

I spent some time yesterday with a group of local professionals, and our conversation kept coming back to one thing: the value of a "brain trust."
In 2026, the financial landscape moves fast. Whether we were discussing tax strategies, estate planning, or simple wealth building, the consensus was clear—no one should have to navigate these decisions in a vacuum. Having a "team" of experts who actually talk to each other is what turns a decent plan into a great one.

I feel incredibly lucky to be part of such a sharp group here in our community. These meetings aren't just about networking; they ensure the guidance I provide to the families I work with is grounded, current, and backed by a wide range of expertise.

If you ever find yourself looking for a specific professional recommendation, or if you just want a second set of eyes on a decision you are weighing, please don’t hesitate to reach out.

I am always happy to be a resource, and I am never too busy to grab a coffee and meet someone new.
☕️💸

Danielle Farkas-Gill
Integrity Investment Planning Group
Danielle Dmytrusz
Jordan Paholak

Life insurance plays a pivotal role in financial planning by offering various benefits. These encompass death proceeds t...
11/06/2023

Life insurance plays a pivotal role in financial planning by offering various benefits. These encompass death proceeds that are generally tax-free, creating a financial safety net for beneficiaries, enabling them to settle debts, fund education. Additionally, certain types of life insurance policies often incorporate tax-deferred cash growth, allowing policyholders to accrue savings over time. Moreover, these policies grant the ability to tax-efficiently access cash during one's lifetime, serving as a potential supplement to income.

Conversations about acquiring life insurance can be emotionally challenging due to its association with mortality. CPA and CLU Eleanor Johnson underscores the significance of recognizing one's unique financial needs and how life insurance can address these planning gaps. Many disagreements among couples regarding life insurance stem from a lack of awareness regarding the numerous advantages it provides. While individuals often take out insurance policies because of their responsibilities to loved ones, Johnson emphasizes that the cost of obtaining suitable coverage can be surprisingly affordable. Most individuals can qualify for life insurance at various levels, making it a financially accessible and adaptable tool for securing the future.


In the context of choosing life insurance, it is entirely acceptable for couples to opt for different policy types, provided they have a clear understanding of their specific coverage needs and how their chosen policies cater to their individual financial objectives. Eleanor Johnson explains that uniformity in policy type is not a prerequisite; what truly matters is a comprehension of how each policy aligns with their financial goals and unique circumstances. This flexibility allows couples to tailor their life insurance to suit their distinct needs while ensuring financial security and support for their loved ones, whether through term or whole life insurance.

Curious about your family’s current insurance plan? Call Integrity IPG at (248)-246-0187 to secure adequate insurance coverage!

Consult your financial professional before taking a withdrawal or loan. If tax-free loans are taken and the policy lapses, a taxable event may occur. Loans and withdrawals from life insurance policies that are classified as modified endowment contracts may be subject to tax at the time that the loan or withdrawal is taken and, if taken prior to age 59½, a 10 percent federal tax penalty may apply. Withdrawals and loans reduce the death benefit and cash surrender value. If you are considering the use of policy loans as retirement income, you should consult your tax professional regarding potential tax consequences that may arise if you do not make necessary payments to keep the policy from lapsing.

Regardless of age, the importance of Long-Term Care insurance (LTC) cannot be emphasized enough. Around 70% of Americans...
11/02/2023

Regardless of age, the importance of Long-Term Care insurance (LTC) cannot be emphasized enough. Around 70% of Americans aged 65 are estimated to need LTC, this reality unfortunately effects nearly everyone – either directly or by aversion.

Many of us; however, are uncomfortable paying into a policy that may never provide benefits. This practice of a “use-it-or-lose-it” is difficult to stomach – understandably so – LTC policies can be costly with unpredictable increases to your premium.

An Accelerated Benefit Rider is an “add-on” to a typical permanent policy. Essentially, this would allow a person to access their death benefit before they die if they are diagnosed with a qualifying serious illness – i.e., Alzheimer’s. It is not designed to be a substitute for long-term care insurance, health insurance, or nursing home insurance but could address similar concerns.

For those with existing permanent life insurance, this type of rider may be added to your policy – depending on the carrier and the policy.

Life insurance is needed because you are planning for a certain event – whereas LTC insurance is needed because nearly everyone will be affected.

Questions? Call Integrity Investment Planning Group at (248) 246-0187 – and have your insurance do more today!

10/09/2023

Hello, everyone! I am thrilled to introduce myself as your dedicated financial planner, and I'm here to help you embark on a journey towards your very own "rich life." My name is Dylan Woebkenberg, and I bring a wealth of knowledge and expertise to the table, holding Series 66 and 7 licenses along with a Michigan Life & Health license.

At Integrity Investment Planning Group we believe that financial well-being is not just about accumulating wealth; it's about crafting a life that aligns with your values, dreams, and aspirations. It's about achieving financial freedom, so you can live life on your terms.

💼 What Sets Me Apart:
With my extensive experience and qualifications, I am equipped to provide you with personalized financial strategies that suit your unique circumstances. Whether you're planning for retirement, saving for your children's education, or safeguarding your family's future, I'm here to guide you every step of the way.

🌟 My Passion:
What truly drives me is the opportunity to make a meaningful impact in the lives of my clients. I'm not just about numbers and spreadsheets; I'm passionate about helping you achieve your goals and dreams, allowing you to experience your version of a "rich life."

🤝 Let's Connect:
I believe in open communication and collaboration. This community is a place for you to ask questions, share your financial goals, and gain valuable insights into the world of financial planning. I encourage you to engage, learn, and grow together with us.

📆 Stay Tuned:
Be sure to stay tuned for regular updates, informative articles, and interactive discussions right here in our community. Together, we'll explore the ins and outs of financial planning, investment strategies, risk management, and so much more.

I'm excited to embark on this journey with you and help you pave the way to financial success and a rich life.

Feel free to introduce yourself, share your financial goals, or ask any questions you may have. Let's get started on your path to financial well-being!

Address

41800 W 11 Mile Road Suite 206
Novi, MI
48375

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+17342599885

Website

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