Case Studies

Real stories, real clients

See how Integras Partners has helped secure financial freedom for these real-life families.

Enjoying Today While Investing for the Future

Enjoying Today While Investing for the Future

Karen and Michael were feeling stressed about money and were referred to us for guidance. In our initial conversation, we learned that Karen has a corporate job and Michael is a freelancer. They have significant bank savings to compensate for Michael’s irregular...

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Realizing Your Dream in Retirement

Realizing Your Dream in Retirement

Paul and Maria came to us for clarity on their retirement readiness and advice on strategies for moving forward.

We helped them realize that dream when they have only the lake home mortgage, supported by income from the retirement accounts and two social security checks.

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Considering Retirement: Sustainable Investments

Considering Retirement: Sustainable Investments

Meet Pete and Sandra. They have seen both sons married, purchased their retirement beach home and want to retire soon. Pete has enjoyed a successful career and built considerable savings and miscellaneous investments to complement his 401(k). They came to us for help...

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Young Professionals: Establish Healthy Investing Habits

Young Professionals: Establish Healthy Investing Habits

Meet Megan. She’s in her early 30s, single (for now) and fairly stable in her career, although she may change employers. Like most younger professionals we work with, Megan was unsure how to get started. She had a couple of previous company retirement accounts and a...

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