Services, Strategies and Solutions

Integrated takes a holistic approach to wealth management. We start by working with you to create a personal business plan, then help implement, benchmark and adjust the plan where necessary. Having a comprehensive and customized analysis of your overall financial condition will allow you to set goals, address any issues and pursue the protection and growth of your personal wealth.


Importantly, we can help you integrate the various moving pieces of your financial plan. That may mean working with your other trusted business advisors (CPAs and family practice attorneys) to ensure that financial blind spots are addressed and supporting steps are completed in a timely manner. We can coordinate all aspects of your financial life to enable your various financial advisors to work as a team. This simplifies your decision-making process and helps your financial team achieve their common goal - your best interests.

Many of these services can be done individually or bundled:


Customized Financial & Wealth Management Planning

Financial Plan Preparation; Retirement Income Need, Cash Flow and Targeted Rate of Return Analysis

Monte Carlo ® and Multiple Horizon Analysis

Education Funding Solutions

Charitable, Gifting and Family Succession Planning

Ongoing monitoring with Annual Reviews and Financial Plan Updates

Asset Based and/or Fixed Fee Pricing


Asset Management

Complete Review and Recommendations for Re-Balancing Based on Targeted Rate of Return, Financial Needs, Risk Tolerance and Time Horizon

Stock Option, Restricted Stock and Concentrated Position Unwind Strategies

Investment Policy Statement Assistance and Implementation

Asset Based and/or Fixed Fee Pricing


Risk Management & Asset Protection

Estate Planning and Transfer and Reduction Review with Attorney

Business Continuation and Succession Planning

Net Worth and Asset Titling Review and Analysis

Personal Insurance Review Including Life, LTD/STD, LTCI Needs Analysis

P&C Insurance Review with External Agent; Home, Auto and Umbrella Liability Management and Strategies

Coordination & Integration of Financial Plan with Other Professionals: Attorneys, CPAs, etc.


Integrated Financial Partners and LPL Financial do not provide legal/tax advice or services.