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.

 

 

 

Man by Waterfall

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

Why Target Date Funds May Miss the Mark

Why Target Date Funds May Miss the Mark

Most 401(k) and other retirement plans offer Target Date Funds (TDFs) as a default choice. They have become increasingly popular for a few good reasons but are rarely the best solution once your accounts achieve some size.

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Age-Based Milestones for Financial Planning

Age-Based Milestones for Financial Planning

Reaching certain ages can be meaningful for financial planning. Age can affect contributions and withdrawal rules from retirement accounts, social security and pension options, and even taxes as many aspects of the tax code are linked to age.

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The New FAFSA

The New FAFSA

Changes to the FAFSA form and the formula for determining a family’s need for aid are changing, effective for the 2024-2025 school year. While all the changes are beyond the scope of this post, here we highlight two from a financial planning perspective. Parent...

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Momentum and Mindfulness

Momentum and Mindfulness

2024 started with concern over stock prices, focused on the widening gulf between the price moves of the “Magnificent Seven” tech stocks and the rest of the market.

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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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IRA Basics – Traditional vs. Roth

IRA Basics – Traditional vs. Roth

An IRA (Individual Retirement Account) is a great opportunity for younger investors to save for retirement. IRAs come in two flavors, Traditional and Roth, the main difference being when taxes apply. While traditional IRA contributions may provide a current year tax...

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