“Plans are worthless, but planning is everything.”
Dwight D. Eisenhower
President Eisenhower’s sentiment is just as true for financial planning as it is for wartime preparation. The key to any plan’s success is in its ability to be adapted, implemented and properly executed in unexpected situations.
At Integrated Financial Partners, we understand the uncertainty you face as retirement approaches. You may be asking yourself, “Will I have enough?” “Will my spouse be okay?” “How much risk should I take?” That’s why we provide fee-based solutions to help you live comfortably in retirement. We offer the confidence to work towards managing your retirement needs, managing of market volatility or unexpected events. We are your partner in managing financial independence.
We are dedicated to helping clients build, preserve and protect their wealth throughout their lifetime and beyond. To do so, we provide fee-based retirement planning, estate planning and business pursue planning, as well as related estate tax, investment and insurance strategies. Our team has the depth, stability and experience to help you pursue your long-term financial goals and live independently in retirement.
We know you only have one shot at retirement and that transitioning from active career income to living off your investments can be a scary process. You likely have many questions, such as:
At Integrated Financial Partners, we seek to provide you with the confidence of knowing that you will be able to live comfortably off your retirement assets, with no fear of running out of money.