Broker Check

Integrated Financial Partners - Waltham, MA

 

IFP Approach

  The Financial Second Opinion TM

Do you wonder if your current plan is missing something?

Our Financial Second OpinionTM provides an objective view of what matters most and provides a fresh set of eyes to look at your total position. We strive to catch what others might have missed. LEARN MORE

  The Lifetime Income Model TM

Will your money last throughout your retirement?

Our Lifetime Income ModelTM allows you to strike an appropriate balance between risk and reward in order to achieve the appropriate retirement distribution plan. Our objective is to significantly impact your income while improving your quality of life during retirement.

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  The Plan for Financial Comfort TM

What's more important than your financial security?

Our Plan for Financial ComfortTM is designed to help you prepare for your financial future with an emphasis on handling life’s twists and turns. Changes in marital status or employment, children, the death of a loved one – these all cause financial ripples and create a need for competent and compassionate planning. Ensuring financial safety and security are not do-it-yourself tasks. LEARN MORE

  The Legacy Discussion TM

Do you want to leave a financial legacy?

Our Legacy Discussion ModelTM helps your family with wealth transfer and long-term-care needs that may involve heirs and your charitable interests. Let us help you shape the future for generations to come by having an impactful conversation about your wealth distributions goals. LEARN MORE

  The Business Owner Model TM

What part of your business worries you the most?

Our Business Owner ModelTM offers creative solutions aimed at improving the financial health of what may be your single largest asset. We coordinate with legal and insurance specialists to manage all the moving parts, from employee benefits to succession planning. IFP understands how your business can impact your family. LEARN MORE

  The Integrated 401(k) TM

How does your company's 401(k) plan match up?

Our Integrated 401(k) ModelTM shows you how your employee retirement plan fits into your wealth accumulation goals. For business owners, 401(k) plans have never been more complex. Our Integrated 401(k) ModelTM strives to keep you out of harm’s way and our 401(k) Fix-it ProgramTM provides direction during challenging times. LEARN MORE