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

5 Financial Crossroads That Could Reshape Your Future

Paul Koenig |
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis. A parent who needs help. These moments don't come with instruction manuals. But they do come with price tags, deadlines, and decisions that can echo for years. The good news? You don't have to wait until you're standing in the middle of a crossroad...

What 2025 Taught Us About Staying the Course

Paul Koenig |
Categories
Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded. 2025 Market Volatility: A Year in Review Even those who tried to tune out the noise found it crashing through anyway: The Spring Selloff...

Educational Videos

Easy Ways to Financial Health

Why Financial Literacy Is Important

What To Do In A Crisis