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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Five creative (and inexpensive) ideas for motivating your employees.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Bonds may outperform stocks one year only to have stocks rebound the next.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The uncertainties we face in retirement can erode our sense of confidence.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?