Broker Check

Integrated Financial Partners - Waltham, MA

 
Global and International Funds

Welcome to Integrated Financial Partners

You may have an attorney, an accountant and an insurance agent but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions being made today are aligned with your financial goals for the future? IFP is a fee-based financial planning and wealth management firm dedicated to the overall coordination of your financial affairs.

With our size and scope, we are well positioned to survive changes in our industry while maintaining close relationships with our valued clients.

Welcome to Integrated Financial Partners.

IFP in the News

Helpful Content

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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