Financial Planner
CurrentThe number one financial worry is not having enough money to retire. Do you know how much you need? Do you know what assets to spend first? Are your assets in the appropriate places? Financial Planning is no longer a do-it-yourself project. With 30 years of experience, I can provide clarity along with strategies to help address your needs, lifestyle, goals and life phase. I will provide you with a customized plan that is simple to understand and I will work with you to see that it is implemented properly.Integrated Financial Partners (IFP) specializes in coordinating with all of our clients’ other advisors to ensure collaboration in all aspects of your financial life. Specialties include: * Retirement planning* Estate planning strategies* Investment strategies* Legacy planning* Charitable gifting* Wealth building strategies* Business owner planning.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact section above. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. • 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.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
