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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, 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