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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates over an extended period of time can impact your finances in retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
Lifestyle considerations in creating your retirement portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.