WORKING WITH THE BEST
Your Plan Is as Unique as You Are
While INTEG offers fully integrated financial and investment advisory services, you choose where to start and how to build your plan—at your own pace, on your own terms.
Investment Management
-
Fundamental framework with a focus on intrinsic value
-
Advantage of choice, wide range of investment solutions and institutional research, such as Schwab, Vanguard, Fidelity, JP Morgan, and Goldman Sachs
​Our investment methodology is rooted in fundamental analysis, with a focus on intrinsic value, long-term performance drivers, and risk characteristics. We apply this discipline across a wide range of investment solutions—public, private, passive, or active—tailored to your goals and integrated into your broader financial strategy. As an independent advisor, INTEG has access to a wide range of investment solutions and institutional research. We are not limited to in-house products or a single platform. This allows us to select from best-in-class portfolios offered by firms such as Schwab, Vanguard, Fidelity, JP Morgan, Goldman Sachs, and many other large and boutique managers. We bring you the advantage of choice—without bias—curating solutions that are truly aligned with your interests and needs.
Financial Planning
-
Personalized financial plans
-
Providing liquidity and income, maximizing net worth, minimizing lifelong taxation
-
Online access to your plan with ability to run multiple scenarios
We design and model personalized financial plans across multiple scenarios. This allows us to test different strategies, weigh trade-offs, and build a plan that adapts to your evolving goals. Each clients is given access to their unique plan and can explore the projected impact of various decisions—adding clarity and confidence to every step forward. ​ Our planning process combines both standard and creative use of investment accounts, tax strategies, and estate planning to optimize flexibility and long-term outcomes. From structuring contributions to managing withdrawals, we focus on maximizing your net worth, reducing tax drag, and building wealth that lasts—on your terms and timeline.
Insurance Solutions
-
We approach insurance at three levels:
-
Protect income, health, and business continuity
-
Allocate funds for specific needs in a tax-efficient manner
-
Maximize wealth transfer and preserve legacy across generations
-
Access to a wide range of insurance providers
-
Transparent and client-focused
At INTEG, we integrate insurance into your financial plan with purpose and precision. We approach insurance at three levels: first, as protection for income, health, and business continuity; second, as a tool to allocate funds for specific needs in a tax-efficient manner; and third, as a strategy to maximize wealth transfer and preserve legacy across generations. Every solution is evaluated in the context of your broader financial goals. ​ As an independent advisor, we have access to a wide range of insurance providers across the market—not just a select few. This allows us to compare and recommend the best-fit policies based on pricing, strength, structure, and long-term alignment with your needs. Our process is transparent, client-focused, and fully tailored to your situation.
Request More Information
If you have a specific question, want to join one of our complimentary webinars, or would like to learn more about how INTEG can support your goals, feel free to reach out.