Professional Partner Program

A Beneficial Alliance

When you join forces with Integrated Financial Partners Inc., you can offer access to products and services to enhance your client relationships. Our role is to support your practice. Your relationship with us can add value to your clients and provide you with the potential to increase your source of revenue.

The Professional Partners Program brings comprehensive financial planning to CPA firms, law firms, property & casualty agencies, associations, banks and credit unions.

IFP is uniquely qualified to act as a consultant to our Professional Partners. In our co-source model, IFP provides our Professional Partners with Marketing, Practice Management, Revenue Flow Modeling, Licensing, Compliance Oversight, Revenue Tracking and most importantly, a qualified Financial Planner. Our 'client first' model has helped our planners and the professional partners expand their services and profits, while providing clients with much needed advice and service during these unpredictable times.

"Your relationship with us will add value to your clients and provide you with the potential to increase your source of revenue."

John C. Pastore, Jr CRPC®, Senior VP of Professional Partners Program