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

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Investment Strategies for Retirement

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

Your Cash Flow Statement

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.

Protecting Those Who Matter Most

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.

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 Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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