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Life’s Goals and Dreams are Possible

Invest. Nurture. Enjoy.

Life’s Goals and Dreams are Possible

Do your investments reflect your goals?

Invest. Nurture. Enjoy.

Did Your Advisor Ask You 14 Hypothetical Questions?

Invest. Nurture. Enjoy.

Did Your Advisor Ask You 14 Hypothetical Questions?

If so, they shifted their responsibility to your answers

Invest. Nurture. Enjoy.

We Get to Know You, Learn Your Values and Partner on Goals

Invest. Nurture. Enjoy.

We Get to Know You, Learn Your Values and Partner on Goals

Only Then Can We Align Your Investments to Reflect Your Goals

Invest. Nurture. Enjoy.

 

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Why Integras

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.

 

Currently Retired

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.

Working Professional

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.

Business Owner

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)

Contact Integras Partners

Tell Us How We Can Help

Responsive:: Acadia: Grid Services

Invest. Nurture. Enjoy.

Latest Blog Posts

Markets in Rare Territory

Submitted by Integras Partners on October 24th, 2017

U.S. markets have been surprising this year, both for the magnitude of gains and the near absence of volatility.  Through Sept 30th, the S&P 500 Index® gained 14%, compared to 20% for foreign stocks (as measured by the EAFE Index) and 28% for Emerging Markets.  We have ​been outsized beneficiaries of several themes we mostly expect to continue into next year.

Tags:
  • Alpharetta Financial Advisor
  • investment management
  • Market Outlook
  • Read more

Expect Market Sell-offs But Stay Invested!

Submitted by Integras Partners on October 11th, 2017

The Markets May Have Lulled Us to Sleep.  No Need to Overreact When It Ends!

  • Read more

Infographic: Retire to Happiness - Tips to Thrive in the Next Chapter of Life

Submitted by Integras Partners on August 24th, 2017

Retire to Happiness-Tips to Thrive in the Next Chapter of Life.jpg

Resources:

Tags:
  • Alpharetta Financial Advisor
  • Retirement Income Planning
  • Read more

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  •   3180 North Point Parkway, Suite 102, Alpharetta, GA 30005
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