What We Do

Monday, 12 July 2010 13:14 Last Updated on Monday, 12 July 2010 13:21 Written by Webmaster

 

DISCOVERY MEETING
In order to help you make smart decisions, we must first get to know you. This is why we have an initial Discovery meeting with you - in order to determine your values and goals. We do not discuss which investments you should be in or do any "number-crunching" in this meeting. It is solely designed to get to know you and help determine what your true goals and aspirations are. After this meeting, you can decide if you want us to create an investment plan for you.

INVESTMENT PLAN / MUTUAL COMMITMENT MEETING
We will present your investment plan to you and answer any questions you may have. We will give you the absolute truth about your financial situation from an independent, objective point of view. At this point, you can decide if you want to start a long-term relationship with us.

6-WEEK FOLLOW UP MEETING
This meeting is to help you organize all the paperwork we've given you, answer any more questions you have. We will also discuss and prioritize advanced planning ideas.

REGULAR PROGRESS MEETINGS
These meetings will be our regular progress and implementation meetings. During these meetings we will begin implementing phases of your advanced planning as well as updating your status in relation to your goals.


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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