Services, Strategies and Solutions

At Integrated Financial Partners® (IFP), we are dedicated to helping you realize your financial goals. As your advocates, we align the decisions being made today with the goals you have set for your future. Our holistic approach combines a depth of knowledge and professional expertise to provide creative strategies tailored to your individual needs. Our product independence and objectivity can mean a world of difference when designing a plan for your financial future. We offer a comprehensive suite of personal and business owner services:

• Retirement Distribution Strategies

• Wealth Accumulation Planning

• Financial Planning, Fee Only Planning

• Education Funding, Special Needs Planning

• Tax Reduction Strategies

• Portfolio and Investment Analysis

• Wealth Management and Transfer

• Charitable Gifting Strategies

• Estate, Legacy and Beneficiary Planning

• Life, Disability and Long-Term Care Insurance

• Business Owner Planning

• Benefit and Compensation Plans

• Retirement Plans, 401(k), SEP, SIMPLE Plans

• Continuity and Succession Planning

• Employee Educational Workshops