INTEGRATED FINANCIAL PARTNERS

INTEGRATED FINANCIAL PARTNERS

Integrated Financial Partners, Inc. is a regional financial services firm with representatives in offices along the East Coast. Our associates work as a team to provide comprehensive financial, retirement, investment, business owner and estate planning strategies using prudent strategies and state-of-the-art software. We can help implement solutions to address your individual needs as well as help you stay on course.

• 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