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.

Read complete letter from Paul & Lance

 

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.

Learn More

 

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.

Learn More

 

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.

Learn More

Our Services

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

When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

Educational Videos

Easy Ways to Financial Health

Why Financial Literacy Is Important

What To Do In A Crisis