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.
YOUNG PROFESSIONALS
Integras Partners with Young Professionals 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.
Companies are Buying Back Their Own Stock
With stock dividends getting taxed twice (once to the corporation and again to the shareholder), many companies are now choosing to return profits to shareholders in the form of stock buybacks instead. While there are several other reasons, the primary one is this...
We Can Help with Important Conversations that Families Avoid
As we age, living situations and health needs will change. Parents and their children avoid planning for them, for very understandable reasons: Parents don’t “want to be a bother”. Kids “don’t want to pry” into their parents’ lives. Money conversations can be tense....
Why a Financial Advisor Could Be Your Best Investment Yet
Working with Integras Partners brings confidence to your financial journey. We help clients not worry so much about money, knowing that an expert is minding your investments. Many individual investors let emotions and procrastination impact their decisions -...
Will election results impact your investment decisions?
Elections can stir strong emotions, but don’t let them delay your investing. Historically, markets are influenced more by economic fundamentals than politics. Stock values fluctuate under every president, but the S&P 500 Index® trends higher over the long term, no...
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.