Services and Strategies

As an advisor of Integrated Financial Partners (IFP), I am dedicated to helping my clients pursue their financial goals and gain control of their financial challenges. Our holistic approach combines our knowledge and expertise to provide clients with creative financial strategies tailored to address their specific needs. Below you will find an overview of our services and client commitment.



  • Financial Planning
  • Wealth Accumulation Strategies
  • Retirement Planning
  • Education Funding
  • Family Protection Strategies
  • Retirement Strategies & 401(k) Distribution Options
  • Tax Reduction Strategies
  • Portfolio & Investment Analysis
  • Wealth Management
  • Wealth Transfer
  • Legacy Planning
  • Long Term Care Insurance
  • Business Succession Planning
  • Key Executive Benefits
  • Deferred Compensation
  • Executive Bonus
  • Qualified Retirement Plans
  • Employee Educational Workshops