Business Owner Model™

Are you leveraging business opportunities to help meet your personal financial goals?

What makes Integrated Financial Partners, Inc. different? Our comprehensive process can provide potential solutions to help your family resolve conflicts, save taxes and transfer your business to the next generation. We can provide a plan that creates solutions for your organization by helping you evaluate your current situation and provide a logical process to help you make informed decisions about your financial future.

Succession Planning


You oversee everything from employee benefits to cash flow. That leaves little time for you to analyze, let alone prepare for the eventual transfer or sale of your business. Ultimately, you will want to enjoy the comfortable retirement you deserve and have worked so hard to achieve.
  • Who will operate your business if you die prematurely, become disabled or retire?

  • Does your successor possess competence, character, commitment and the necessary leadership skills?

Financial Planning


Your business is likely your single largest asset. Strategies put in place now can help you leverage your business entity for your own personal financial goals. A well-designed and properly executed plan can be the perfect tool to keep you on track.
  • Do you have a systematic plan in place to protect your family, business and assets?

  • Is someone looking at the pieces of your financial puzzle to see if your goals are being met?

Retirement Planning


A thorough retirement plan not only helps give you a sense of peace but serves as a road map so you'll know if your income needs can be maintained throughout your lifetime. Plus, you'll need to know if your money is in the right places and which assets should be used first.
  • Have you calculated what percentage of your business' value is needed to fund your retirement?

  • Do you have a sound exit strategy for your business that will help fund your retirement?

Contingency Planning


We all hope for the best, but as a business owner you have a responsibility to plan for the worst case scenario in order to protect yourself, your family and your business. We can help keep you informed about your various options so you can make the best decisions.
  • Is your business and income protected if you are sick or hurt and unable to work?

  • Do you know the financial impact on your business if a key employee terminates?

Employee Benefits


In today's competitive environment, retaining key employees is vital. Employee turnover can be disruptive and costly. Improved morale can impact the bottom line of your business.
  • Do you take steps to reward and retain your key employees that have a significant impact on your business?

  • Is the company benefit package competitive and helping to improve morale and add value?

Estate Planning


Taxes can significantly shrink the size of your estate. Careful planning is needed to help you resolve complex issues, help your business' chances for survival, minimize estate taxes and provide for your family in a fair and equitable way.
  • Are your assets properly titled to take advantage of tax savings strategies?

  • Who will be your heirs? Will it be your family, your favorite charity or the IRS?

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