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 uniquely positioned to survive changes in our industry while maintaining close relationships with our valued clients.
Welcome to Integrated Financial Partners.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Purchasing homeowners insurance is critical for protecting your home.
An increasing number have been developed to help individuals with their personal finances.
It may help your business be better prepared in the event of the death of a principal or key employee.
A letter of instructions provides additional and more personal information regarding your estate.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A quick history of the Federal Reserve and overview of what it does.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.