We hope you’re enjoying the start of summer! Take a moment to catch up on the latest from the Integral team — including a new way to get your financial questions answered.
Introducing Ask Integral, Integral’s new video series
We’re pleased to introduce Ask Integral — a new video series designed to provide clear, thoughtful answers to the financial questions that matter most to our clients. In each installment, Integral’s advisors address real client questions on topics ranging from market trends and retirement planning to tax strategies and wealth transfer. Be part of the conversation! Click below to submit a question of your own or vote on the topics you’d most like to see featured in future episodes.
Mallory earned her CFP® certification
Mallory Sise has earned her CERTIFIED FINANCIAL PLANNER® certification by completing coursework and passing an exam covering a broad range of topics such as financial planning, retirement planning, tax planning, investment planning, education planning, and estate planning. The CFP® certification is the gold standard among financial planners and instills confidence in clients that the financial guidance they receive is high quality and comprehensive. Congratulations, Mallory!
Happy work anniversary, Mike
This year marks 10 years at Integral for Michael Abram, our Principal and Portfolio Manager. Whether it’s managing portfolios, overseeing our compliance program, or running the business, Mike is instrumental in ensuring we’re serving you at the highest level. Keep up the good work, Mike!