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.
NOW is the Perfect Time to Revisit Your 401(k)
First, you may want to read our current market commentary. It details why the markets are particularly attractive right now. You can check it out here. Employer retirement plans are often your greatest investment, for several reasons. Funds tend to stay invested...
Tax Smart Investing for Your Kids
Everyone wants their kids to succeed and help them financially. As always, starting early pays the greatest benefits. Here are some timely ideas: 529 plans allow you to invest cash for school expenses tax free. These accounts are typically owned by a single parent,...
Are Family Pressures Challenging your Retirement?
Glen & Amber are sandwiched between their elder parents and three children, ages 15-24. Glen has been managing their investments on his own and would like to retire from his corporate job. With family pressures complicating this decision, friends referred them to...
Planning Now Could Reduce Taxes in Retirement
First, let’s look at the three types of accounts by their tax treatment. Tax-Deferred Retirement Accounts are funded with untaxed dollars (contributions are tax deductible, either through salary-deferral or on your tax return). However, future withdrawals are fully...
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.