Retirement Minded

Helping you confidently aim for your retirement goals

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.

This confidence to quit earning comes from seeing detailed cash flow projections based on your personal finances. We know this is an emotional time and seeing this output is empowering.

Knowing both your capabilities and limitations provides the comfort that you’re not overspending. It often allows you the freedom to have more fun than you might have in retirement.

This peace of mind is sustained by a custom portfolio mix that matches investment risks to your timeframes. This enables you to spend today, knowing that risk assets have time to grow for the future.

Our strategies help you live a life where your spending choices aren’t dictated by today’s news or market gyrations.

Couple overlooking waves splashing on rocks

We encourage clients to “Go Live your Lives, and let us worry about the markets.”

No matter where you stand on your financial journey, we’re here to help.

Insights for the Retirement-Minded

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...

Career Builders – 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...