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
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Building Your Legacy
A four-step framework for building a personal legacy.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Rightsizing for Retirement
What does your home really cost?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.