Services, Strategies, and Solutions

At Integrated Financial Partners, we focus on helping our clients pursue their financial goals. Our comprehensive, goal driven 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 deep level of resources and services including:

• Retirement Distribution Strategies
  
  
• Wealth Accumulation Planning
  
  
• Financial 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