Services, Strategies and Solutions

We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

 

Business Owner Planning

The natural tendency to delay the planning for your eventual exit may be costly to you, your company, and the people who depend on your business for their livelihood. At Integrated Financial Partners, we have a team, system and process in place to work with successful business owners to organize and implement an exit plan that also coordinates with their personal wealth management goals. 

We offer a comprehensive platform for business owners to access the necessary expertise for their complex planning, consulting and exit transaction needs.  Our coordinated approach to exit planning quantifies the financial impact of various exit options for the family and the business.

Owning a business is complex. We understand that for you to focus on your unique abilities, your most pressing financial and strategic questions need to be answered in a knowledgeable and clear manner so you can have financial confidence.  We can help answer your 2 AM questions.

 

Family office

Our mission is to protect and foster family wealth throughout future generations. From prioritizing goals using a cross disciplinary approach to deliberate conversations surrounding your ambitions, we deliver value by providing a dedicated staff to manage all areas of your wealth. This dynamic relationship means we can implement efficient, impactful strategies quickly based on family decisions, political tensions or tax changes.

  • Legacy Planning
  • Business Planning
  • Trust Company Services
  • Lifestyle Management
  • Philanthropy
  • Family Governance​

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

 

Wealth management

We take a holistic approach to wealth management. Working with you to create a personal business plan, we can help implement, benchmark and adjust the plan where necessary. Having a comprehensive and customized analysis of your overall financial condition will allow you to set goals, address any issues and pursue the protection and growth of your personal wealth.

Importantly, we can help you integrate the various moving pieces of your financial plan. That may mean working with your other trusted business advisors (CPAs and family practice attorneys) to ensure that financial blind spots are addressed and supporting steps are completed in a timely manner. We can coordinate all aspects of your financial life to enable your various financial advisors to work as a team. This simplifies your decision-making process and helps your financial team achieve their common goal - your best interests.

  • Financial Planning
  • Investment Management
  • Tax Planning and Coordination
  • Consolidated Performance Reporting
  • Performance Measurement
  • Risk Monitoring
  • Impact Planning
  • Portfolio Selection Management


High net worth

As a high net worth individual or business owner, you require a different level of attention, and sometimes that means extremely complex financial considerations. At Integrated Financial Partners, we take the time to learn about you, your family and your goals. Our team of specialists can then work proactively to coordinate your complex life through all market conditions so you can build and expand your financial future.

We know how fast financial technology is changing, improving and evolving. We partner with some of the best cutting edge, adaptive technology firms in the business, and are adding to the roster constantly to help our clients manage their accounts efficiently.
 

Wealth distribution strategies

As important as it is to save for your future, it is just as vital to have a solid plan for drawing income during retirement. The decreasing value of Social Security, the rising cost-of-living expenses, and increasing life expectancy are just a few of the reasons why you need a comprehensive financial plan. 

Our Lifetime Income Model     is designed to analyze and implement a strategic retirement income distribution plan with the goals of increasing clients’ income and minimizing risk. In addition, the Lifetime Income Model may provide a level of tax efficiency and help preserve assets.
 

Legacy and estate planning

Legacy and estate planning is about more than wealth transfer. It consists of conversations on family values, long-term care needs, inheritance and philanthropy. Many of our clients are concerned about maintaining their lifestyle throughout their retirement years, becoming a burden to their loved ones and protecting their legacy. With taxes, inflation, medical costs, longevity and market fluctuations there is a lot to consider. Our team uses strategic risk and estate planning processes to create holistic financial plans that can help our clients gain confidence so they are prepared for all of life’s challenges.
 

Insurance strategies

Insurance was once viewed simply as a means to protect your family from life’s unexpected events. Today, it’s an important part of an overall strategic financial plan and a vital funding mechanism for business contingencies. It can also be used to supplement your retirement needs, and a way to potentially benefit from tax-advantaged growth.