Mission

About Us

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Integrated Financial Partners leads business owners, individuals, and families to coordinated financial planning strategies that are guided by prudent investment philosophies and a caring relationship.  Our passion is sharing with you a wealth of knowledge and information while giving options and choices, the pros and cons of those choices, and then allowing our client to decide what is best to implement for their own business or family.

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Integrated Financial Partners has many years of experience focusing on the following areas for both Businesses and Individuals.

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• Business Planning, Succession Strategies, and Benefits Plans

• Retirement Strategies

• Asset Accumulation, Distribution, and Transfer

• Estate Conservation Strategies

• Risk Management Strategies Utilizing Life, Health, Long Term Care and P&C

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We explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you overcome uncertainty, take control of your finances, and move confidently toward your goals. By seeking to change the way people feel and think about money and insurance, we are able to help our clients utilize innovation to efficiently accumulate, distribute, transfer, and preserve their assets.

In addition, Integreated will work with CPAs, attorneys, business appraisers, and real estate professionals, allowing our company to provide our clients with a coordinated approach, assisting them with all their financial needs.

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Our History

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As independent financial consultants, our focus is to help individuals and corporations invest their assets and build a legacy for their charities and their community. We have committed ourselves and our business to understanding our clients’ vision and building a future that lasts for generations to come.  Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has relationships with a variety of financial services companies that help to extend the breadth and scope of our services.

 

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Our Mission

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Our mission is to educate clients and implement an investment and planning strategy that will help them towards accomplishing their financial goals.

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The Integrated team found their true passion by incorporating a hands on approach to working with clients on a one-on-one basis, with full transparency and commitment. It is our goal to put the needs and expectations of our clients at the forefront of every relationship. By providing professional advice and financial services, we have earned our clients’ trust and a reputation that reflects the high standards we have for the people we serve.