Welcome to
Integrated Financial Partners

You only have one shot at retirement.
Are you prepared?

At Integrated Financial Partners, we understand the uncertainty you face as retirement approaches. You may be asking yourself, “Will I have enough?” “Will my spouse be okay?” “How much risk should I take?” That’s why we provide fee-based solutions to help you live comfortably in retirement. We offer the confidence to work towards managing your retirement needs, regardless of market volatility or unexpected events. We are your partner in managing your financial independence.

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What we do

Our number one priority is helping you work towards financial independence. We work with people who are nearing retirement or have already retired. We take the time to get to know you, your goals, your dreams for the future and any challenges you may face. We carefully review your current situation and implement retirement planning strategies that strive to ensure you are able to maintain or improve your current lifestyle in retirement. We continually review and assess our success toward your stated objectives and make adjustments as your life and situation change.

Our Process

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.

Monitor

Because your life and situation are always evolving, we continuously monitor your plan, your finances and your progress toward your goals to help ensure you remain on track. We make adjustments as necessary to give you the best possible chance of achieving your retirement dreams.

Implement

Once you’re comfortable with your financial plan, we conduct a final review and put your recommendations into action. After all, it’s what’s implemented that counts.

Understand

In order to help you achieve your goals in retirement, we first need to know what those goals are. That’s why we begin our process with a phone call to get to know you, your current financial situation, your goals for the future and any challenges you may face along the way. This allows us to design a plan around what is most important to you.

Evaluate

We use the information from our call to conduct a comprehensive analysis of your current finances, life expectancy, monthly budget requirements, account types, tax implications, estate planning goals, Social Security benefits, pensions and more. 

Develop

Only after we have gathered all the necessary information and performed a detailed evaluation of your situation can we begin developing a custom plan to meet your needs. This plan includes specific recommendations to help you maintain consistent income, protect your assets and grow your remaining portfolio.

Our Process

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.

In order to help you achieve your goals in retirement, we first need to know what those goals are. That’s why we begin our process with a phone call to get to know you, your current financial situation, your goals for the future and any challenges you may face along the way. This allows us to design a plan around what is most important to you.

We use the information from our call to conduct a comprehensive analysis of your current finances, life expectancy, monthly budget requirements, account types, tax implications, estate planning goals, Social Security benefits, pensions and more. 

Only after we have gathered all the necessary information and performed a detailed evaluation of your situation can we begin developing a custom plan to meet your needs. This plan includes specific recommendations to help you maintain consistent income, protect your assets and grow your remaining portfolio.

Once you’re comfortable with your financial plan, we conduct a final review and put your recommendations into action. After all, it’s what’s implemented that counts.

Because your life and situation are always evolving, we continuously monitor your plan, your finances and your progress toward your goals to help ensure you remain on track. We make adjustments as necessary to give you the best possible chance of achieving your retirement dreams.

Who We Help

We are a trusted partner to those approaching or living in retirement. We may be a good fit if you:

  • Have recently retired or are less than five years from retiring
  • Have saved at least $750,000
  • Need a strategy to produce reliable income/cashflow in retirement
  • Want to reduce your total lifetime income tax liabilities

Are you ready to take the next step?

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