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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
One of the most common questions people ask about Social Security is when they should start taking benefits.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
It's important to understand the pros and cons when considering a prepaid debit card.
An inside look at how marginal income tax brackets work.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
When do you need a will? The answer is easy: Right Now.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.