Indiviual Investors

Fintegra's Account Executives can provide the products and services you and your family need to complete and protect your financial portfolio. Planning for the future, to meet your unique dreams and goals, requires time, honesty, and thoroughness.

Every financial plan must grow from a solid foundation and expert advice. Your goals and priorities - family income protection, retirement, college funding, home ownership, small business development, travel, portfolio accumulation, or income - are important to your peace of mind, and important to us.

Products and services available through Fintegra Financial Solutions:

• Stocks and Bonds
• Mutual Funds
• Consolidated Account Statements
• Roth and Traditional IRA’s
• Retirement Plans: 401(k), SIMPLE, and SEP IRAs
• Advanced Small Business Insurance Solutions: Key Person, Buy-Sell
• Asset Allocation, Investment Portfolio Development and Maintenance
• Retirement Planning*
• Education Funding
• Estate Planning*
• Insurance: Traditional and Universal Life, Long Term Care, and Disability
• Fixed and Variable Annuities
• Technology: On-Line Client Access

Fintegra's technology allows individual investors to access their accounts via the Internet at their convenience, anytime, 24/7. Contact your Account Executive for more information