Business Owners
Here’s how partnering with Integris for your retirement plan can benefit you and your business:
Navigate Your Next Chapter
Here are a few ways Integris helps provide expert counsel to small and medium-sized business owners.
Fiduciary Consulting
We are a fiduciary, representing your best interests at all times. We act as a thought partner for you in this capacity, helping identify and articulate your goals and implement a plan to achieve them.
Retirement Plan Design
Creating retirement plans for you and your employees can realize enormous benefits and dramatically improve your tax situation. We help identify what types of plans would be most advantageous, and either set those up for you or refer you to experts in certain areas that we don't cover.
Value Enhancement & Exit Planning
We assist you in evaluating your business and your personal needs related to the business, whether that leads to focusing on value enhancement, exit, or both. We help you identify a path to achieve those goals and put the right team in place to do so.
