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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

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