5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
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.
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Use this calculator to compare the future value of investments with different tax consequences.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Estimate how much you have the potential to earn during your working years.
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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When markets shift, experienced investors stick to their strategy.
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