Our Services

Our services

Here at Integra Financial, we are happy to help investors no matter what stage they are at in life. Whether they are young and looking to optimize their savings with aggressive investments or older and planning for legacy and retirement, we can adapt to meet your financial needs.

Integra Financial is here to help you optimize your finances, regardless of your current situation or the investment landscape at the time.

Financial planning is a key component of living a secure, happy life without stress. Here at Integra Financial, we believe that every person, despite their paycheck size or age, should have some level of financial planning in their life. With good financial planners by your side, you’ll be able to save more, optimize your investments and reach your long-term goals with ease. Read more below to understand more about our services.

We apply a three step process to all our clients to ensure their particular financial needs are addressed.

1. Analyzing your current situation, risk tolerance, time horizon, and goals:

This step is a blend of information gathering for us and introspection for you. We meet with you periodically to discuss your current situation, how and why market prices move up and down, your personal tolerance for risk, how the balance of risk and reward varies across portfolio profiles, actions you can take today to enhance your financial position, your time horizon for retirement, and your financial goals.


2. Opening your account

Once we've designed your financial portfolio, we open an account for you and adjust your investments to match your plan and portfolio profile. This account is yours. While we have the ability to make investment decisions for you, we have no ability to make withdrawals without your authorization. Once your account has been set up, you can access it any time through a secure login process on our website or a secure login.


3. Monitoring and rebalancing your investments

As your investment manager, our job is not only to set up an account that's right for you but also to manage your investments over time. That means we continuously monitor the capital markets and we adjust your portfolio as appropriate based on market trends and changes in your situation.




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A Collection of Vital Financial Services for Our Clients

At Integra, we are proud to provide all of our clients with a variety of services, including:


  • Investment Planning & Advice
  • Retirement & Education Plans
  • Financial Planning Services
  • Mutual Funds, ETFs, Stocks, Bonds, and SMAs
  • Estate Transfers
  • Working with Seniors
  • Inheritance Planning
  • IRA's / Pension Rollovers
  • Fixed & Variable Annuities

Our Investing Service in Greenwood Village, CO

Integra Financial has been providing high-quality investment and financial planning services for over 30 years, and we're proud to say our annual client turnover is less than 2%. Our goal is always to build long-term relationships based on trust and to make sure that your unique financial needs are always respected and attended to. We start each and every client relationship with a conversation about your current situation and future goals, including: 


  • Taxes, Debt, Balance Sheet, and Risk Management
  • Reviewing your current situation related to your taxes, debt, and balance sheet.
  • Retirement Planning
  • Reviewing your target retirement date and determining what's required to have your primary residence paid off by that time.
  • Other Goals
  • Reviewing your other financial goals as well as your financial habits.
  • Family
  • Discussing other important considerations, such as other family members who are involved in your financial decisions and their financial needs.
  • Risk
  • Discussing your risk tolerance, how the balance between risk and reward varies across portfolio profiles, and how our value investment philosophy guides the decisions we make for you when market prices drop.

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Ongoing Services

Once your financial strategy and portfolio are in place, we monitor the markets and meet with you periodically for situation updates and possible refinements. By monitoring the markets and keeping you well-informed about your situation as it evolves, we can decide if the financial strategy in place still fits your needs or if changes are in order. It is important that you inform us of changes in your financial situation so we can consistently adapt to optimize your plan and help you achieve your goals.


The fee for this service is a maximum of 1.25% of portfolio assets and includes close, regular interaction with your advisor to ensure that you have a custom-tailored plan in place that can adapt on the fly as needed. 


Please see the ADV for more information about our fees.

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