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

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.

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...

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...