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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It's important to make sure your retirement strategy anticipates health-care expenses.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Is your estate in order? This short quiz may help you assess your overall strategy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?