Many clients who hire financial advisors are subjected to the same drill: Answer a questionnaire, sign an agreement and hope for the best. During this process the client may be asked inane questions like “If your account went down 10% in line with the markets, would you hold, sell or buy more?” Some folks just rely on the advisor to help them choose respon
INVEST is to commit time and wealth towards achieving future goals. We guide clients with ideas and strategies appropriate to help fund your goals with investment risks tailored to each time horizon.
Everything you support requires energy, diligence and patience. Children, career, schools, communities and houses of worship all get these commitments. We NURTURE your investments the same way; with research, vigilance and time.
The true value of building wealth is that peace allowing us to ENJOY the things we want. One of the greatest benefits we can provide clients is the emotional freedom to spend in retirement without the fear of not knowing where you stand.
With a clear understanding of your goals and timeframes, we put the math to it and craft a sound strategy. Our goal is for you to enjoy and maintain a quality life that can influence generations.
Our dreams do not end once we are retired. Integras Partners will help you employ strategies to protect your nest egg by continuing to invest and nurture your financial assets. We take the worry out of retirement, guiding your spend-down process and ensuring your assets are working efficiently throughout retirement.
Whether you are in full stride or considering retirement, your to-do lists are likely long and your time limited. Integras Partners brings expertise and wisdom that fosters a sense of calm amidst the chaos. We are here for you, providing peace of mind that the your blueprint is the right one for you.
You are focused on growing their business and its future. But who is focusing on your personal finances? Delegating that responsibility to a trusted advisor will save you time and allow you to focus on your legacy. Integras Partners can help with strategies to protect your business and make the most of your efforts. (Retirement Plans, Key Man and Overhead Protection, Disability, Buy/Sell Agreements, Executive Compensation Plans)