Who We Serve
Integras Partners with You, wherever you are in your journey
As your fiduciary advisor, we will always act in your best interest.
Career Builders
Integras Partners with Career Builders to determine where and how much to save. We will help you maximize employer benefits, make 401(k) elections, and share strategies to improve personal finances. It can be exciting to see your money grow to enable a wider range of life choices as you become an Established Professional.
Established Professionals
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.
Retirement minded
Flipping from accumulating assets to spending retirement savings can be scary. Integras Partners with people who are planning for, or in retirement. First, we help you confidently make this life-changing decision, and then to maintain the peace of mind that allows you to go out and enjoy retirement.
Five Risks to Successful Retirement
Many people have unanswered questions about setting themselves up for a successful retirement. Below are the primary risks to consider and some general ideas for overcoming them. We help our clients with these strategies, which starts with identifying the...
5 Strategies Built to Match Your TimeLine
Why Integras? Broad asset allocation based on “risk scores” assumes more risk than aligning investments to fund specific goals. So, we take little risk with money you...
Are Taxes Keeping You From Selling Investment Real Estate?
Typically, selling an investment property like a rental home or an office building will trigger taxes on the amount of gain. This may stop people unaware there is a way to defer these taxes. The IRS allows a property seller who reinvests all the proceeds into one or...
Tips to Keep Your Personal Data Safe
We strive to add value to all aspects of your financial wellness. This includes your financial security – protecting yourself from theft of your personal data and financial information. Below are some tips we hope are useful. Learn How to Spot a Phishing E-mail A...
No matter where you stand on your financial journey, we’re here to help.
Partner with Us
Let's begin our conversation to see how we can help you reach your goals.