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Integrated Financial Partners - Waltham, MA

 

MDonovan Financial

MDonovan Financial Announces Alliance with IFP

DATELINE:  DECEMBER 5, 2016; WALTHAM:  MDonovan Financial and its President and Founder, Matthew Donovan, recently partnered with Integrated Financial Partners. With this new alliance, the MDonovan team will gain access to even more products and services plus access to an experienced back office team to help them support clients more efficiently. The enhanced coordination helps to ensure that there are no gaps in clients’ plans that might thwart their financial goals. Individual planning may involve retirement accounts, asset allocation, education funding and tax saving strategies as well as wealth management and beneficiary planning. Business owner planning may include exit strategies, continuation plans and executive benefits.  Additional services include account aggregation and greater product choices.

 MDonovan Financial

Matt Donovan and his team have been serving clients in the greater Boston area since 2000. They now operate 2 offices. One is located at 300 Ledgewood Place in Rockland and the other is located at 300 Fifth Avenue in Waltham.

Matthew specializes in providing Family Office services and planning for multi-generational families and business owners. By providing concierge level services Matt and his team can efficiently oversee an entire family’s wealth and the involved businesses. His advice and services include investments, tax planning and legacy planning. This coordination provides simplicity and ease of access even with the dynamics and complexities involved in a family business. These clients benefit from a deep level of resources and an entire team at their disposal. The team takes care of their everyday financial affairs as well as keeping an eye to the future to preserve their wealth for generations to come. The MDonovan team can design employee benefit programs and provide succession and continuity planning. It takes careful consideration to make sure that legacies are protected and the estate is equalized for all family members both in and out of the business. Investment services are highly personal and prudently designed for each family member’s needs, goals and risk tolerance. As part of the concierge service they work closely with the family’s tax advisors, legal team and other professionals as needed.

Matt is a native of Massachusetts. He earned his Economics degree from the College of the Holy Cross in Worcester where he currently serves as Co-Chair of the Holy Cross 1843 Legacy Society. Matthew lives in Norwell with his wife and three sons. He is a strong advocate of physical, as well as fiscal fitness.

 Integrated Financial Partners

Paul A. Saganey, ChFC, CFP® established Integrated Financial Partners (IFP) a financial planning company in 2003, however, they trace their roots back to the mid-80's.  The company’s growth has been fueled by the addition of new registered representatives and business alliances with accountants, attorneys, insurance agencies and credit unions. Along with registered representatives, management, service and administrative staff, the firm has more than 200 people in offices along the East Coast including New England, New York, Maryland, Pennsylvania, New Jersey, Virginia and Florida.  They provide retirement, estate and business owner planning, as well as related insurance and investment products. A sound business model and numerous local and regional resources, Integrated Financial Partners was the clear provider of choice for the partnership with MDonovan Financial.