Case Studies
Real stories, real clients
See how Integras Partners has helped secure financial freedom for these real-life families.
Enjoying Today While Investing for the Future
Karen and Michael were feeling stressed about money and were referred to us for guidance. In our initial conversation, we learned that Karen has a corporate job and Michael is a freelancer. They have significant bank savings to compensate for Michael’s irregular...
Realizing Your Dream in Retirement
Paul and Maria came to us for clarity on their retirement readiness and advice on strategies for moving forward.
We helped them realize that dream when they have only the lake home mortgage, supported by income from the retirement accounts and two social security checks.
Early Retirement
Meet Tony, age 56, whose employer of almost three decades just offered early retirement. He’s afraid that if he doesn’t take it, they won’t offer it next time. His wife, Maria (age 57) has a consulting practice and would like to see Tony slow down for his...
Considering Retirement: Sustainable Investments
Meet Pete and Sandra. They have seen both sons married, purchased their retirement beach home and want to retire soon. Pete has enjoyed a successful career and built considerable savings and miscellaneous investments to complement his 401(k). They came to us for help...
New Families: Balance Family Life Quality with Longer-Term Goals
Meet Karen and Michael. They have two young daughters and recently upsized their home. Karen and Michael were referred to us after sharing their need for financial expertise. They were renting their first home but wanted to sell and invest the proceeds. Karen has a...
Young Professionals: Establish Healthy Investing Habits
Meet Megan. She’s in her early 30s, single (for now) and fairly stable in her career, although she may change employers. Like most younger professionals we work with, Megan was unsure how to get started. She had a couple of previous company retirement accounts and a...
No matter where you stand on your financial journey, we’re here to help.