Who We Serve
Integras Partners with You, wherever you are in your journey
As your fiduciary advisor, we will always act in your best interest.
YOUNG PROFESSIONALS
Integras Partners with Young Professionals to determine where and how much to save. We will help you maximize employer benefits, make 401(k) elections, and share strategies to improve personal finances. It can be exciting to see your money grow to enable a wider range of life choices as you become an Established Professional.
Established Professionals
Established Professionals face greater challenges that come with success. Besides professional demands and evolving family dynamics, greater wealth adds more complexity to investment decisions and tax strategies.
Retirement minded
Flipping from accumulating assets to spending retirement savings can be scary. Integras Partners with people who are planning for, or in retirement. First, we help you confidently make this life-changing decision, and then to maintain the peace of mind that allows you to go out and enjoy retirement.
Tax Deferred Exchanges with UPREIT Programs
If you sell an investment property like a rental home or other piece of commercial real estate, you will owe taxes on the gain. Between capital gains tax and depreciation recapture, a taxpayer could pay more than 1/3 of their gain in taxes. Many investors turn to DST...
Deferring Tax on the Sale of Investment Property
If you sell an investment property like a rental home or other piece of commercial real estate, you will owe taxes on the gain. Between capital gains tax and depreciation recapture, a taxpayer could pay more than 1/3 of their gain in taxes. Many people aren’t aware...
Young Professionals: Establish Healthy Investing Habits
Meet Megan. She’s in her early 30s, single, 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 Roth IRA...
Factoring Inflation into your Retirement Plan
Inflation can’t be controlled, but evaluating it within your retirement plan can help identify ways to mitigate it. Here are a few ways inflation can be considered.
No matter where you stand on your financial journey, we’re here to help.
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Let's begin our conversation to see how we can help you reach your goals.