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 and 401(k) Distribution Options
- 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 Group Benefits
- Employee Educational Workshops