Broker Check

What can the team at IntegriGen do for me as a...

Gen Z and Millenials

Gen Z and Millenials

You’re in the beginning stages of your career and many people at this age are taking charge of their own finances for the first time.

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Gen X

Gen X

Your financial situation is typically more complicated by now while raising your own children or caring for your parents.

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Pre-Retirees and Retirees

Pre-Retirees and Retirees

As you approach or navigate retirement, you have a lot of decisions to make and changes to anticipate.

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Our Mission

Our Mission

Our mission is to provide confidence and prosperity to our clients. We help you define your financial vision and form a plan that will accomplish your goals while honoring what is important to you.

Our clients value our panoramic and all-encompassing process that puts every piece of their financial puzzle together. We act as their Family CFOs and address multiple facets of their financial lives.

Our Mandatory Process

We are not investment or “stock brokers.”

Our clients don’t focus on price, products and performance. They value our practice, our people and our panoramic process.

We get the most fulfillment by helping our clients tune out the noise and focus on what really matters to them. We educate them so that they are in the best position to make informed decisions about their specific goals and objectives. This allows our clients to look to the future with anticipation instead of apprehension.

We hold strategy and tactical meetings with our clients where we address all these issues. This is an essential and mandatory part of our process. 

As Warren Buffett said, “Price is what you pay, value is what you get.” Price is only an issue in the absence of value. 

How we add Value

"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

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