The IFP Approach

Integrated Financial Partners (IFP) is an independent fee-based planning firm. We adhere to the principles of objectivity, integrity and confidentiality. IFP’s extensive resources and knowledgeable team work with me to help my clients. 

 

THE FINANCIAL SECOND OPINION™ 

 

Who is looking at the pieces of your financial puzzle to see if you are on track? With our Financial Second Opinion™ program, we can provide an objective view of your current position. With this fresh set of eyes, we can focus on the things that matter most and help you plan ahead. We strive to catch what others may have missed. 


For a printable copy of The Financial Second Opinion™, Click Here.


THE LIFETIME INCOME MODEL™

 

Will your money last throughout your retirement? Is it invested prudently? Which assets should you spend first? 

Planning for your financial future takes careful consideration. A new stage in life requires a new strategy. Our Lifetime Income Model™ strives to provide a reliable, tax-efficient stream of income so you can work towards the retirement you deserve. We can help you strike the appropriate balance between risk and reward so that you can address your ongoing needs. Our objective is to significantly impact your income while improving your quality of life during your well-deserved retirement years. We can analyze and implement a plan aimed at providing tax efficiency and preservation of assets.

No strategy, however, assures success or protects against loss.

For a printable copy of the Lifetime Income Model™, Click Here.


THE PLAN FOR FINANCIAL COMFORT™  

 

Marriage, children, job change, divorce, and death are all life events that can cause financial changes and create the need for competent and compassionate planning. Our 6-step Plan for Financial Comfort™ can have a profound effect on you and your family. We can help you prepare for your financial future with an emphasis on handling life's twists and turns. 

For a printable copy of The Plan for Financial Comfort™, Click Here.


THE LEGACY DISCUSSION™

 

Are your assets protected from creditors and predators?

Will your estate plan resolve or cause family conflict?

With taxes, inflation, medical costs and longevity there are many factors to consider. We can help you plan for emergencies as well as enduring legacies. Let us help you shape the future for generations to come by having an impactful conversation about your goals for distributing your wealth.

For a printable copy of The Legacy Discussion™, Click Here.


THE BUSINESS OWNER MODEL™

 

Are you leveraging your business to help you work towards your personal goals? You face many issues; retention, benefits, continuity planning and daily operations. We can help you evaluate your situation and provide resources so you can make informed decisions.

For a printable copy of The Business Owner Model™, Click Here.


THE INTEGRATED 401(K)™

 

Are you happy with your retirement plan's performance and fees? Are you in full compliance with ERISA regulations? We can benchmark your current plan to ensure it is viable and addresses your current and future needs. Specifically, we can show you how your employee retirement plan fits into your own wealth accumulation goals. With our 401(k) Fix-It Program™ we strive to keep you out of harm's way and provide needed direction.

For a printable copy of The Integrated 401(k)™, Click Here.


FAMILY OFFICE SERVICES

 

For families with the means to build or expand a multi-generational legacy, the question of retirement isn’t about how much income is needed to live comfortably, but rather about family mission and fulfilling your ambitions while ensuring your wealth is transferred TO THE FAMILY MEMBERS AND OR CHARITY OF YOUR CHOICE on your terms.  With support from my IFP team, I can work with you in the following ways:

  • Wealth Management
  • Legacy Planning
  • Business Planning
  • Trust Company services
  • Lifestyle Management
  • Philanthropy
  • Governance