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.
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.
No matter where you stand on your financial journey, we’re here to help.
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Let's begin our conversation to see how we can help you reach your goals.