LPL Financial

I provide Wealth Management Services to a select group of wealthy individuals and their families. I introduce them to well researched Financial strategies including comprehensive financial planning that is customized to their specific needs.

We believe comprehensive wealth management should include retirement planning, tax strategies, estate planning strategies, and risk analysis. At Integra, we focus our efforts on developing financial plans that allow our clients to pursue their financial goals and aspirations with sufficient cash flow and income once they opt to retire.