Hi there. Thanks for taking a few moments out of your day to drop in to our website and learn a bit more about Integrated Financial Partners. We have a lot to share with you.

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

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Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

 

Lifetime Income Model™

 

Business Owner Planning

 

Family Focused Office

 

Wealth Management

 

High Net Worth

 

Wealth Distribution Strategies

 

Legacy and Estate Planning

 

Insurance Strategies

Meet the Team

We strive to serve our clients for the duration of their financial planning journey through deep and meaningful relationships that last for generations.

Blogs

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Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Paul Koenig |
Categories
Finance
Investments
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.” 1 All-time highs have an interesting effect on investor behavior and psychology. Many investors can feel a nagging voice that whispers "wait for a better entry point" when markets are climbing. It's human nature to want to buy low and...
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The New Face of Fraud: How AI Is Changing the Scam Game

Paul Koenig |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...
default blog image

The New Face of Fraud: How AI Is Changing the Scam Game

Paul Koenig |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...

Educational Videos

Easy Ways to Financial Health

Why Financial Literacy Is Important

What To Do In A Crisis