Our approach to financial planning incorporates in-depth questions to truly understand each client’s life, financial circumstances, personal values, and aspirations for the future. We utilize advanced technology to create customized solutions against varying scenarios. Our objective is to simplify decision-making for our clients and inform them on the opportunities and freedoms afforded by their wealth.
We use comprehensive financial planning to help clients understand their wealth and better enjoy the freedom it provides to do more with their lives.
With an appreciation for the emotional components of financial behavior, we never lose sight of our clients as individuals within the formulae we may use to build a plan for their future. The confidence and peace of mind we deliver to our clients is as important as the solutions we propose.
Intergy’s Three-Tiered Service Offering
Concierge
Most of our clients rely on Intergy’s discretionary management services as an integrated component of the holistic financial planning we provide across all their financial needs.
- Comprehensive Financial Plan
- Customized Investment Management Solutions
- Insurance Auditing (Life, Disability, Long-term Care)
- Education Planning
- Retirement Income
- Generational Transfer Planning
- Charitable Giving Strategies
- Collaboration with legal, accounting and banking relationships
Foundation
Working alongside clients who prefer to retain control of their investment management activities, we offer our unbiased advice for all of their planning needs.
- Comprehensive Financial Plan
- Self-Directed Investment Management Solutions
- Insurance Auditing (Life, Disability, Long-term Care)
- Education Planning
- Retirement Income
Family Office
Select clients have complex financial needs that may span generations, business entities, and geographies. They turn to us for our highly personalized service that underpins the sophisticated planning and investment management solutions we offer.
- Comprehensive Financial Plan
- Customized Investment Management Solutions
- Integration of Non-Traditional Investments
- Bill Paying
- Insurance Auditing (Life, Disability, Long-term Care)
- Education Planning
- Retirement Income
- Family Governance & Wealth Education
- Generational Transfer Planning
- Philanthropic Strategies
- Turnkey coordination of legal, accounting and banking relationships.
Socially Responsible Investing
As our clients have continued to explore their growing interest in socially responsible investing, we have enhanced the management of their portfolios with our considerable experience in aligning investment strategies with individuals’ personal values and the stated missions of our institutional clients.
We introduce our clients to a values mapping exercise to help identify the pillars that define their investment policy and lead to the development of active and/or passive investment strategies.
We also provide an annual impact report that illustrates exactly how a client’s portfolio and its specific holdings have fulfilled a particular objective and made a difference in the world or society.
Our Special Focus on Working with Business Owners
We bring significant experience in helping business owners prepare for the sale or succession of their company, with an emphasis on the personal aspects of transitioning to the next stage of their life.
However, exit planning is just one aspect of the focused support we offer to business owners – we’re ready to help address every financial decision for their company and wherever their business interests intersect with their personal wealth.
- Financial Statement Review
- Succession Planning
- Pre-Liquidity Planning
- Risk Mitigation Strategies
- Cash Flow Optimization
- Retirement & Pension Plans
- Executive Benefits
- Tax Mitigation Services
- Business Services Planning