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
Considering Retirement: Sustainable Investments
Meet Pete and Sandra. They have seen both sons married, purchased their retirement beach home and want to retire soon. Pete has enjoyed a successful career and built considerable savings and miscellaneous investments to complement his 401(k). They came to us for help...
Young Professionals: Establish Healthy Investing Habits
Meet Megan. She’s in her early 30s, single (for now) 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...
Structured Notes: Cashing In During Volatile Markets
There are thousands of contract variations designed to help reduce or exploit market uncertainty. There must be a buyer and seller on each side, one being defensive (bearish) and the other optimistic (bullish).
Coronavirus and Market Fears
The novel Coronavirus is the lead story in virtually every media outlet, so we are all aware of its widening presence. Further escalation and imposed work and travel restrictions will have impact global economic growth, which is what the markets are...
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