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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

 

Guiding You From Today to Tomorrow

Integra Shield Financial Group exists to serve and protect our clients, while helping them achieve their fullest, most meaningful life with the resources they have available. We work collaboratively with our clients and other professionals to help build strategies aligned with their needs and proactively plan for life transitions such as retirement or a divorce.

We base our approach on time-tested values that have been instilled since our inception, and we continue to operate with these beliefs every day. Contact us to take the first step.

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Surprises

Making the most of surprises is a great reason to work with us.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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