- Life Goals
- The Planning Process
- About Us
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How We Help You
Why Are We Different?At Integrated Financial Partners, Inc., the relationship doesn't end once we complete our work and you implement your plan.
Our name and reputation was, and continues to be built on service. The personal attention that our organization provides is one of the primary reasons our clients become partners for life. Our independent objectivity can mean a world of difference when planning for your future.
- Financial Planning
- Retirement Income Strategies
- Wealth Transfer
- Tax Reduction Strategies
- College Funding
- Portfolio Strategies
- Life Insurance
- Wealth Accumulation
- Legacy Planning
- Family Income Protection
- Long-term Care Insurance
- Disability Income Insurance
- 401(k) Rollovers
- Business Owner Planning
- Key Executive Benefits
- Charitable Gifting Strategies
The Financial Second Opinion™Your financial health is too important to leave to chance...
With our unique Financial Second Opinion™ program, we can help you determine the adequacy of your current financial situation. We can also analyze how a given financial planning approach that you have already implemented or are considering, compares to other available strategies. Find out if your plan has kept pace with the constantly changing tax and financial environment.
Plan for Financial Comfort™A goal without a plan is just a dream...
Marriage, childbirth, job change, divorce, and death are all life events that necessitate the need for competent and compassionate planning. Our 6-step Plan for Financial Comfort™ will help put you in a position to make informed decisions about your financial future. An objective discussion during a time of change may have a profound effect on you and your family.
Lifetime Income Model™Live for today with a sense of security for tomorrow...
Even if you are an investment savvy individual, planning for your financial future takes careful consideration. a new stage in life requires a new look at your financial strategy. do you have a reliable, tax efficient stream of income that will enable you to enjoy the fruits of your labor? Our Lifetime Income Model™ gives retirees the comfort of knowing they have a plan to help them toward achieving their goals.
The Business Owner Model™Comfort of knowing you have a plan to help you toward achieving your goals...
As a business owner you face many issues such as retaining key employees, pension plan design, buy/sell funding and planning for the eventual transfer or sale of your business. Our Business Owner Model™ will help you evaluate your current situation and provide a logical process to help you make informed decisions. Are you taking advantage of available strategies to help leverage your business entity to achieve your personal financial goals?
For a printable copy of theIFP brochure, click here