Wealth Planning Advisor
CurrentThe number one financial worry is not having enough money to retire. Do you know how much you need to save? Is it allocated in the appropriate places? Do you know what assets to spend first? That’s where I can help. It takes research and careful consideration to help you work towards the retirement you deserve and have worked so hard to attain. Along with clarity, I can provide prudent strategies to help manage your needs, lifestyle, goals and life phase. With your input, we strive to ensure that goals are met and family members are considered. By working with your own tax and legal consultants as well as my team of colleagues, we'll provide a customized plan and we will work with you to see that it is implemented properly. This approach brings a wealth of resources, as well as service and attention with a goal to help increase your income and minimize risk while providing tax efficiency and preservation of assets.Integrated Financial Partners is a premier fee-based financial services firm, dedicated to helping people make the most of their income and assets. IFP has expertise that encompasses strategies that help support wealth accumulation and preservation.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered please visit www.KevinMcGrady.com. No strategy assures success or protects against loss.
