At Integrated Financial Partners, our planning process puts the emphasis on you and your needs, not on a prepackaged set of solutions or ideas. We are committed to providing you with the information you need to make timely, informed decisions about your financial future.
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, life-impacting 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.
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.
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.