Every individual client with whom we meet is different and so he or she has different needs. Integra Advisors take the time to get to know each client’s entire financial profile before building a personalized plan. Starting from the top, we analyze cash flow, all liabilities including mortgages and lines of credit, all forms of insurance including life and disability, investment accounts, income tax, budget and health benefit plans to find inefficiencies in a person’s financial profile. Any savings we uncover can then be directed towards new savings and retirement plans. With the proper financial foundation in place, one can begin the marathon race towards retirement knowing that they are ready to run in the right direction.
Please feel free to wander our site for information on how we do things a little differently at Integra, focusing our efforts on building our clients wealth through sound decision making.