Services, Strategies and Solutions
At Integrated Financial Partners® (IFP), we are dedicated to helping you pursue your financial goals. The 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 broad range of personal and business owner services:
• Financial Planning
• Wealth Accumulation Strategies
• Retirement Planning
• Education Funding
• Family Protection Strategies
• Retirement Strategies & 401(k) Rollovers
• Tax Reduction Strategies
• Portfolio & Investment Analysis
• Wealth Management
• Wealth Transfer
• Legacy Planning
• Long Term Care Insurance
• Business Succession Planning
• Key Executive Benefits
• Deferred Compensation
• Executive Bonus
• Qualified Retirement Plans
• Employee Educational Workshops