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) 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 Educational Workshops