INTEGRA ASSET ADVISORS, LC
512-329-0727
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WHY THE NEED?
• Personal responsibility for long-life planning and/or retirement
• Limited planning/investing skills
• Consolidation and independent professional focus
• No time to manage investments--planning, implementation, tracking and
updating
• Career and job changes
• Build reserves for future expense items-education, housing, etc.
• Erosion of asset base by inflation
HOW TO START
Initial “No-Obligation” Meeting and Data Collection
• Interview meeting by telephone or personal visit.
• Copies of certain documents (if applicable).
Personal Review of Findings
Designed to simplify your financial life and determine your personal financial strategies & goals, and how INTEGRA can help.
Client Personal Financial Review Package (as applicable)
Covers many aspects of your financial situation & goals. Reviews can include:
--Personal Financial Statement
--Retirement Strategy & Evaluation
--Tax & Estate Planning Overview
--Risk Analysis & Overviews
--Education Funding Requirements
--Recommendations & Comments
Committed to Simplifying Your Financial Life
