While focused on Retirement Planning and Wealth Distribution strategies, I provide full Financial Needs Analysis services, along with my team at Integrated Financial Partners, Inc. What you do today determines your direction, your prosperity and your future. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you will need to make informed decisions about your financial future. We provide solutions and alternatives, but you always make the final decisions about your own financial future.
- Each financial plan is systematically reviewed to ensure it remains consistent with your long-term goals and objectives, and is aligned with our changing world.
- You receive confidential, highly customized, personal service.
Abundant intellectual capital is one of our greatest strengths, so you receive the best thinking our firm has to offer. We utilize a team approach, accessing specialists, when necessary, who have strong technical backgrounds in all areas of financial planning. This model allows us a high degree of autonomy so that we can focus solely on helping you work towards your financial goals.
Objectivity is the key to our process. Our open architecture platform gives us access to insurance from a variety of companies, private money managers, mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, certificates of deposit, and fixed and variable annuity contracts. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. We have conviction in what we do, the courage to help you take action and competency based on continuing education and training. We combine that with national resources pulled together on a team that will benefit you. On top of that we add consistent communication to help build understanding and confidence.
Call now for a confidential Financial Second Opinion™ and help build, preserve and protect your wealth.