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
Financial Planning Considerations for Singles
Planning for your future on your own can be empowering yet intimidating at the same time
Retirees Can Invest for Income and Growth with Less Risk to Both
Ann was facing her next chapter in life. She was recently widowed and had been considering retirement. She wanted to live near grandchildren and downsize her home.
Smarter Investing: Considering Today’s Economy and Markets
Smarter Investing
Facts You May Not Know About 529 Accounts
If you’re the parent of a newborn, the need for college planning may seem far in the future. But starting early can make a huge difference, even if making small monthly contributions.
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.
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.
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.
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...
This Inflation Cycle is Different
This inflation cycle has played out much differently than past cycles.
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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