Established Professionals

Helping you create the future you envision

Integras Partners with Established Professionals to bring peace around finances. With thorough financial planning, we address these complexities to make sure you’re not missing investment opportunities, making tax mistakes, or taking unnecessary investment risks.

As an independent investment advisor we bring the widest range of investment opportunities to wealthy clients without commissions.
We also partner with your legal and tax professionals to ensure all your strategies are aligned.
By building your plan together, we address employer benefits, education funding, risk appropriate investments, and impacting future generations.

Your dynamic plan brings peace to making life decisions. We help Established Professionals enjoy life today while creating the future you envision.

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.

We help Established Professionals enjoy life today while creating the future you envision.

No matter where you stand on your financial journey, we’re here to help.

Insights for the Established Professional

Are Family Pressures Challenging your Retirement?

Glen & Amber are sandwiched between their elder parents and three children, ages 15-24. Glen has been managing their investments on his own and would like to retire from his corporate job. With family pressures complicating this decision, friends referred them to...

Planning Now Could Reduce Taxes in Retirement

First, let’s look at the three types of accounts by their tax treatment. Tax-Deferred Retirement Accounts are funded with untaxed dollars (contributions are tax deductible, either through salary-deferral or on your tax return). However, future withdrawals are fully...

Career Builders – How Do I Begin Funding My Future?

For young professionals building a career, financial goals might seem far away and not get attention. It’s a fact that the sooner you begin, the greater certainty you have of reaching those goals. Not sure where to begin? Here’s what to think about first: 1) Capture...