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Solid Strategies for Changing Times®

You might have an attorney, an accountant, a stock broker and an insurance agent but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services. IFP is a fee-based financial services firm dedicated to providing hands-on advice, service and support. Our Financial Second Opinion program is a comprehensive investment analysis tool that can help you toward reaching your goals. Let one of financial advisors help put you on track. E-mail us now at info@ifpadvisor.com or contact one of our experienced advisors.

Advisors

Kevin Palmieri

Kevin Palmieri
Kevin PalmieriKevin specializes in retirement and estate planning, education funding and business owner succession planning. He bases his practice on the philosophy of working conservatively with clients in order to help them achieve realistic goals.

Kevin O'Sullivan

Financial Planner
Kevin O'SullivanAs a business owner and former professional hockey player, Kevin has learned the value of discipline, teamwork and healthy competition. As a financial advisor, Kevin uses his knowledge and experience to help professional athletes transition. He also specializes in working with business owners, as he has an intimate knowledge of the numerous challenges they face. Kevin can meet with clients in his office in Marina Bay or in any of IFP's 25 other offices.

Christopher C. Cavallaro, RFC, CRP®

Christopher C. CavallaroChristopher Cavallaro is a graduate of Boston University and has been a leader in the financial services industry for more than 20 years. Chris conducts frequent seminars and workshops on numerous financial topics. He has been a guest speaker for Massachusetts Chiefs of Police Association, and In-Service Training Council, Barnstable Senior Center, The Council on Aging, and The Outplacement Center.

Al Filosa

Private Wealth Advisor
Al has been in the financial services industry for over 18 years. Al is partnered with Steve Faberman. They work as a team along with their staff, Kristan Bjorkman, Wendy Karkoska,CRPC®, Carla Leombruno and Tracy Dolan. Together they work closely with each client to offer solutions designed to help them realize their financial goals.

Steve Faberman, RFC

Private Wealth Advisor
As a Private Wealth Advisor, Steve brings a team approach to work closely with you to understand your financial goals, time horizon, and risk tolerance. Along with his partner, Al Filosa, and assistants Kristan Bjorkman, Wendy Karkoska and Tracy Dolan and Carla Leombruno, they bring a wealth of resources. Recently Steve was listed for the fourth year in a row as a Five Star Wealth Manager in Boston Magazine.

Paul J. Meaney, CFP®

Paul Meaney a graduate of the College of the Holy Cross, has worked in the financial services industry for over 25 years. Recently Paul was listed in Boston Magazine as a Five Star Wealth Manager. As a CFP® professional, Paul has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients.

Email: Paul.Meaney@LFG.com

Robert M. Grenus RFC, CFS

Robert Grenus has been a Financial Planner for over twenty two years. During that time he has attained some of the highest distinctions available in the financial services industry, both on the local and national levels. Recently Rob was listed in the Hartford Courant as a Five Star Wealth Manager.

Jeffrey E. Cowling

Jeffrey Cowling has received some the most distinguished awards and honors the financial services industry has to offer such as the Million Dollar Round Table, the Presidents Club and the Top of the Circle. Jeff donates his time by coaching local youth soccer programs and supports local charities and participates in church sponsored activities. He knows that it takes hard work and deep personal involvement to make a difference in his community and the lives of his family and his clients.

Robert A. Rebussini, CFS, LUTCF, CLTC, CRPC®

Since 1986, Bob Rebussini has been helping people gain control of their complex financial challenges. Recently, Bob was listed as a Five Star Wealth Manager in Rhode Island Monthly magazine. Bob’s philosophy is to keep his clients current on the latest strategies for producing reliable retirement income, minimizing estate taxes and structuring their investment portfolios based on goals and time horizons.

Mark A. Fitzpatrick, CFS

Mark A. Fitzpatrick, CFS, is committed to helping his clients achieve financial independence in their retirement years so they can enjoy the comfortable lifestyle they deserve. Mark belongs to a team of experienced financial services professionals who are well equipped to address all areas of the planning process. Mark focuses on the preservation of assets and maintaining purchasing power as a primary goal. From this base he offers products to help you meet your specific goals and objectives.

Howard Gerrin, JD*, LLM, ChFC

Financial Planner

Howard began his career as an estate and gift tax attorney for the Internal Revenue Service, conducting full audits of more than 600 large estates. This work inspired him to pursue a career educating individuals and companies to prepare for all of life's financial possibilities.

Email: Howard.Gerrin@LFG.com

Kevin McGrady, CLU, CFS, ChFC®, CRPC®

Kevin McGrady, CLU, CFS, ChFC®, CRPC® is dedicated to providing his clients with a full and diversified range of financial products and services. He focuses on working with small business owners and individuals that are retired or nearing retirement. Kevin can be reached at 401-490-0290, Ext. 304, Email: Kevin.McGrady@lfg.com.

Mark Cavasino, CFP®

Mark Cavasino, a CERTIFIED FINANCIAL PLANNER™ Professional, can help you gain control of your complex financial challenges by taking an objective, long term approach to your needs. By working with your own tax and legal consultants, as well as his team of talented colleagues, he will work with you to construct a comprehensive personalized financial plan. From building a retirement nest egg to helping you plan for retirement income that maintains its efficiency even with longevity, inflation and taxes.

Christopher Michalman, CFP®, CFS

Christopher Michalman can help you plan the retirement you deserve. Chris uses a comprehensive process so he is better able to align your goals with the appropriate financial tools. The process includes needs assessment, analysis, plan design and continuing service and support. Together with his team at IFP, they can bring a wealth of resources and creative solutions to help you live your life with confidence. Chris splits his time between IFP offices in Glastonbury, CT and Derry, NH.

John K. Ulwick, CFP®

John has been quoted in The Boston Globe on numerous occasions. Recently John was listed in Boston Magazine as a Five Star Wealth Manager. John believes in giving back to his community. He has served on the board of Project Place in Boston and is currently a Winchester Soccer Club coach, a Winchester Youth Basketball coach and on the board of advisors for the Winchester Youth Basketball Association.

David H. Weinberg, CRPC

David H. Weinberg, CRPC® has a background in both accounting and business, and is now providing meaningful financial solutions for individuals, families and businesses. David can be reached at 401-490-0290, Ext. 305,

Email: David.Weinberg@LFG.com.

Shawn Wilson, CRPC®

Wealth Planning Advisor
Shawn and his team work with clients to design a personal financial plan around their specific needs and life goals as well as update your plan based on changes in market conditions as well as changes in your individual situation.

Email: Shawn.Wilson@IFPAdvisor.com

Nishan Mootafian, CRPC

What steps are you taking to achieve your financial goals? Nishan Mootafian can help you build a comprehensive personalized plan that provides appropriate solutions. He also offers a no obligation Financial Second Opinion.™ A native of Peabody, Nishan now resides in Ipswich with his wife, Denise, a local realtor, and their three children.

Cathy Bearce, CFP®, ChFC®, ADPA®

Wealth Planning Advisor
Cathy earned two Bachelor’s degrees prior to entering the financial industry, in Management Information Systems and Electrical Engineering. This diverse background, as well as early career experience, gave her a unique perspective that allows her to build a foundation of understanding necessary to help clients with diverse and unique challenges.

R. Jason Horwitz, CRPC®

Jason Horwitz, along with his team, design cost-effective and tax-efficient strategies tailored to fit the client's specific needs. Recently Jason was listed as a Five Star Wealth Manager in Boston Magazine. Jason resides in Norwell, MA with his wife, Becky, and their three children. Jason sits on the Board of Directors for the South Shore Young Professionals, a non-profit organization. He also volunteers at the Greater Boston Leadership Council for Special Olympics.

Leal S. Deddens, CFP®, CRPC®

Wealth Planning Advisor
Leal focuses his practice on working with successful business owners, professionals and retirees. A firm believer in education, Leal can help provide advice and direction so you can make informed decisions for your retirement planning, investments, estate planning, and long-term care insurance.

Email: Leal.Deddens@LFG.com

Deborah S. Telles-Palladino, CRPC®, ChFC®, CLU

Financial Planner
Deborah helps clients create wealth and position their investments appropriately through careful and comprehensive planning strategies. A Past President of the Rotary Club of Brookline, Deborah was recently named one of Boston’s Top 10 Financial Advisors by Women’s Business, a publication for professional and business women. Now living in Newton, Deborah is an avid photographer, gardener and health and fitness advocate.

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Latest News

Financial and Economic Brief - August 26th, 2015

• Dow Correction - The Dow fell 531 points on Friday, the biggest loss of 2015.

• Oil Falls below $45 - Oil fell below $45 a barrel for the first time since March 2009.

• Bank of Japan Misses Two-Year Goal - Japan’s Prime Minister, Shinzo Abe, said it was acceptable for the Bank of Japan to miss its inflation target deadline.

Financial and Economic Brief - August 19th, 2015

• Fragile Poland - An interest rate cut is likely as Poland’s economy continues to slowdown.

• Japan’s Recovery in Question - Japan’s gross domestic product fell by an annualized 1.6% for the three months ending in June.

• China’s Continues to Struggle - China’s growth is forecast to slow to a 25-year low of 7% in 2015.

Financial and Economic Brief - August 12th, 2015

• July Jobs Numbers Strong - The U.S. economy added a “very solid” 215,000 jobs in July.

• Chinese Rally Amid Weak Data - Speculation that China will begin another round of consolidation among state-owned companies fueled the Shanghai Composite Index today.

• Greek Talks Resume - Greece and its creditors met today to finish the details of the bailout agreement that keeps the country from going under.

Financial and Economic Brief - August 5th, 2015

• Concerns Growing Over China Slowing - In July China’s purchasing managers' index fell to 50.0 down from 50.2 in June.

• End of Second Quarter Better than First - There was a 0.2% increase in purchases following a 0.7% increase in May.

• Greek Stock Market Down - Greece's stock market closed with “heavy losses” ending down 16.2% on Monday after a five-week shutdown.

Financial and Economic Brief - July 29th, 2015

• Shanghai Composite Index Down 8.5% - An unanticipated 8.5% drop in the Shanghai Composite Index confused many people today.

• Japan’s Gigantic Debt - Japan's debt is about 245% of its annual gross domestic product, or more than $11 trillion American dollars.

• Greek Talks Start, Again - Talks between Greece and its creditors on its third bailout, worth up to 86 billion euros, began today.

Financial and Economic Brief - July 22nd, 2015

• Stocks Steady Despite Results - U.S. stocks hold steady even though corporate results come in better than expected.

• Banks Open, Limits Remain - According to the Greek Finance Ministry, daily limits on bank withdrawals continue even though banks are now open.

• Troubled Gold - At its lowest level since February 2010, an ounce of gold fell below $1,100 to $1,080.

Paul Saganey, Investment News: How to Use CPAs to Attract New Business

Paul Saganey CFP®, Founder and President of Integrated Financial Partners, Inc., provides Intel and tips on how to form CPA, attorney, and marketing partnerships that can take your advisory practice to the next level.

Read entire article at Investment News