Integra Capital Advisors - Anna Maria, FL

Bradenton/Sarasota Area (941) 778-1900

Naples Area (239) 596-6726

 
NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH UNDERSTANDING YOUR GOALS AN APPROACH DESIGNED FOR YOU

Financial Advisors in Bradenton & Naples FL

As financial advisors located in Bradenton & Naples FL, we specialize in financial planning and investment management.

 

Client Focused

We can help take some of the mystery out of preparing for your financial future.

 

Risk Planning

Define your personal ability to assume risk.

 

Process Driven

Our processes are structured and rules-based in an effort to deliver consistent, positive results.

Educational Resources

 

Find Your Independent Advisor

Learn more about how registered investment advisors work with their clients from an independent, industry sponsored website.

 

Estate Planning

Advance planning for the distribution of your estate can bring peace of mind to you and your heirs, and may save on taxes.

 

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Safeguard Your Digital Estate

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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