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.

Integras Insights

Here’s a collection of articles we think you might like.

Check out the full blog

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...

Young Professionals – How Do I Begin Funding My Future?

For young professionals building a career, financial goals might seem far away and not get attention. It’s a fact that the sooner you begin, the greater certainty you have of reaching those goals. Not sure where to begin? Here’s what to think about first: 1) Capture...