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

Factoring Inflation into your Retirement Plan

Inflation can’t be controlled, but evaluating it within your retirement plan can help identify ways to mitigate it. Here are a few ways inflation can be considered.

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...