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