Services, Strategies, and Solutions
At Integrated Financial Partners® (IFP),
we want to help you work towards your financial goals. The comprehensive and holistic IFP approach combines a depth of knowledge and professional expertise to provide creative solutions 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 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 and Disability Insurance
Long-Term Care Insurance
Business Owner Planning
Benefit and Compensation Plans
Retirement, 401(k), SEP, SIMPLE Plans
Continuity Planning
Succession Planning
Employee Educational Workshops