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Integra Wealth - Financial Planning, Financial Advisor, Tax Planning, Investment Advisor & Wealth Management

 

At Integra Wealth, we offer True Wealth Management Solutions – we can help you regardless of your current financial situation. We base our advice on your situation – whether you are a younger professional looking to protect your family and build wealth, a family looking to fund college for your growing children, a pre-retiree trying to make sure you are accumulating enough for retirement, a post-retiree who wants to protect what you have and make sure that you don’t outlive your money, or somewhere in between – we can help.

We have a comprehensive financial management system that allows us to help you in all areas related to you financial situation: investment management, financial planning, college planning, integrated tax planning, real estate investment advice, alternative investments, assistance with estate planning and insurance solutions.

We take an objective approach (no commissions for selling investment products). We are a local and independent company, so we are able to give you advice based on our professional opinions.

Whatever your current situation is, we can customize a solution that will help you achieve financial success. Contact us now for a FREE CONSULTATION from objective professionals. There is no commitment at this consultation. 423-664-0344.

 

Friday, 10 December 2010 16:00 Last Updated on Friday, 10 December 2010 16:16 Written by Webmaster
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Education
Comprehensive Wealth Management
Integrated Tax Planning
Behavioral Counseling
Education  
The rules of money are being redefined.  Knowledge is the new money.  We believe that you must be willing to embrace financial education so that you can make well informed decisions about your money for the reasons that are important to you.  Our job is to distill the complexities of today’s money and help you better understand the choices available to you so that you can assess how your choices will affect you, thereby enabling you to make good decisions that you can feel confident about and that will give you the highest probability of achieving your goals.  Time is the one thing that money cannot buy; therefore time is everything .   Read the Full Story
Comprehensive Wealth Management Should you refinance your home now; buy or lease your next car? What about managing your cash flow while preparing for retirement and education expenses?  What should you do about taxes, inflation, and debt?  All of these subjects are part of comprehensive wealth management and should be addressed in a holistic manner - rather than piece by piece.   Balancing all aspects of your financial life can be complicated.  We work closely with you - to help you manage and build your wealth.  Wealth can be defined however you want.  That part is up to you - it can be spending more time with your family, retiring with no drop in your standard of living, sending your children or grandchildren to college, or anything else that you want it to be.  Our job is to help you achieve success however it is defined by you.   Read the Full Story
Integrated Tax Planning Investment management and tax planning are not mutually exclusive. Wouldn’t it be nice if you could have your entire financial position managed in an integrated method – balancing tax efficiency and building wealth? Now you can. When your portfolio drops in value, you may be able to recoup the losses over time; but the dollars you give to the IRS will never be seen again. Now more than ever, with taxes set to go up over the next few years, you need to have tax planning and investment management on the same page. We don’t know yet exactly what the tax rates for dividends and capital gains will be next year, but most people agree the rates will be higher than they are currently. However, there is a balance between saving on taxes and giving away growth to your portfolio.
At Integra Wealth, we use the latest advancements in finance to engineer portfolios that are very tax efficient without losing the potential for growth. We also utilize advanced tax planning strategies to help you continue to build wealth in the most efficient manner possible. We work closely with our clients’ tax professionals and closely monitor their entire tax position. Read the Full Story
Behavioral Counseling We work closely with you in all aspects of your financial life. We want you to call us about any financial matter - if we can't help you, then we will refer you to someone who can. We can help you in areas such as: purchasing or refinancing a home, buying or leasing a car, paying down debt and finding the best solution for college funding, just to name a few. Read the Full Story

About Us

Integra Wealth - Financial Planning, Financial Advisor, Tax Planning, Investment Advisor & Wealth Management.

Integra Wealth specializes in assisting people in the greater Chattanooga, North Alabama, and North Georgia area in finding objective investment, retirement, tax, real estate and financial planning advice from credentialed professionals.  When it comes to Chattanooga investors, Integra Wealth is your all in one solution for integrated comprehensive wealth management solutions.

From retirement planning, tax planning, investment planning, real estate transactions, education or college planning, insurance planning, business consulting, financial planning, cash flow and debt repayment planning, and estate planning in the Chattanooga, North Alabama & North Georgia area, Integra Wealth has the wealth management solutions for you.  Looking outside of the Chattanooga area?  When looking for non commission professionals in Ringgold, Lafayette, Rossville, Dalton, Ooltewah, Georgetown, Cleveland, Athens, Jasper, South Pittsburg, or any Hamilton County certified public accountant (CPA) or certified financial planner (CFP), we have the local, objective, independent, advice you are looking for.

Our wealth management solutions and advanced financial planning techniques are easy to understand with our unbiased financial advisors. We are sure you will find value with Integra Wealth.  Remember, when looking for a Chattanooga financial advisor, wealth manager, accountant, or retirement planner,  Integra Wealth is your leading resource.