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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A letter of instruction provides additional and more personal information regarding your estate.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This worksheet can help you estimate the costs of a four-year college program.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”