You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.Integrated Financial Partners is a fee-based financial services company dedicated to providing hands-on advice, service and support. As an independent financial planning and wealth management firm, we specialize in providing comprehensive, personalized advice to individuals, families and business owners.When you choose to work with us, you’re not just working with a single advisor. You benefit from working with a team of tenured advisors and our seasoned staff, accessible to you and collaborating on your behalf, every step of the way along your financial journey.
Independent Advice, Creative Approach, Customized Planning
Check the background of your financial professional on FINRA's BrokerCheckAdvisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.LPL Financial and Integrated Financial Partners do not provide tax services.For more information visit www.FINRA.org or www.SIPC.org.The LPL Financial registered representative(s) associated with this website 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.Barron’s Top 100 RIA Firms based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.Click on the links for a copy of the Firm ADV and Client Relationship Summary.
© 2024. All rights reserved.
Private Wealth Managers
Dedicated and credentialed industry veterans, each of our advisors have extensive industry experience. Our practice is built on a foundation of financial planning and a passion for helping people. Our mission is to have a meaningful impact on your financial future and provide a level of confidence that someone is in your corner during every phase and stage in life.Working in a fiduciary capacity to our advisory clients, it is our legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the financial planning process.Over the years, we have built a name and reputation which reflects the high standards we strive to maintain and the personalized effort we provide for the people we serve.
integrated team
Richard Austin, JD, LLM, CIMA®, CEPA
Raymond J. Lucas, Jr., CFP®, CRPC®
Andrew J. Ross, CFP®, CPFA
Ann L. Swartz, CLU, ChFC, CASL, CLF
Independent Advice, Creative Approach, Customized Planning
Check the background of your financial professional on FINRA's BrokerCheckAdvisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.LPL Financial and Integrated Financial Partners do not provide tax services.For more information visit www.FINRA.org or www.SIPC.org.The LPL Financial registered representative(s) associated with this website 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.CRPC conferred by College for Financial Planning.CASL conferred by The American College.Barron’s Top 100 RIA Firms based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.Click on the links for a copy of the Firm ADV and Client Relationship Summary.
© 2024. All rights reserved.
We provide sophisticated wealth management strategies to enable you and your family to efficiently pursue your financial objectives. We can help if you are thinking about retirement, selling your business, sending your children to college or streamlining the financial complexities in your life. We specialize in working with retirees, business owners, physicians, dentists, pharmaceutical executives and real estate professionals.
ask us about
Retirement Distribution Strategies
Wealth Accumulation Strategies
Cash Management
Financial Planning
Fee Only Planning
Family Income Preservation Strategies
Education Funding & 529 Plans
Special Needs Planning
Tax Mitigation Strategies
Portfolio and Investment Analysis
Wealth Management and Transfer
Charitable Gifting Strategies
Estate, Legacy & Beneficiary Planning
Life & Disability Insurance
Long-Term Care Insurance
Business Owner Planning
Benefit & Compensation Plans
Retirement Plans
Traditional & Roth IRA
Roth Conversions
401(k), SEP, SIMPLE, Solo(k) Plans
Continuity & Succession Planning
Employee Educational Workshops
Term Life Insurance
The Financial Second OpinionTM
Do you wonder if your current plan is missing something? Our Financial Second OpinionTM provides an independent view of what matters most, when you need fresh eyes on your total position. We strive to catch what others might have missed.The Lifetime Income ModelTM
Will your money last throughout your retirement? Our Lifetime Income ModelTM allows you to strike the appropriate balance between risk and reward in order to address the appropriate retirement distribution plan. Our objective is to significantly impact your income while improving your quality of life during retirement.The Plan for Financial ComfortTM
What's more important than your financial security? Our Plan for Financial ComfortTM is designed to help you prepare for your financial future with an emphasis on handling life’s twists and turns. Changes in marital status or employment, children, or the death of a loved one – these all cause financial ripples and create a need for competent and compassionate planning.The Legacy DiscussionTM
Do you want to leave a financial legacy? Our Legacy Discussion ModelTM helps your family with wealth transfer and long-term-care needs that may involve heirs and your charitable interests. Let us help you shape the future for generations to come by having an impactful conversation about your wealth distributions goals.The Business Owner ModelTM
What part of your business worries you the most? Our Business Owner ModelTM offers creative strategies which aim to improve the financial health of what may be your single largest asset. We coordinate with legal and insurance specialists to manage all the moving parts, from employee benefits to succession planning. IFP understands how your business can impact your family.The Integrated 401(k)TM
How does your company's 401(k) plan match up? Our Integrated 401(k) ModelTM shows you how your employee retirement plan fits into your wealth accumulation goals. For business owners, these plans have never been more complex. Our goal is to keep you out of harm’s way and our 401(k) Fix-it ProgramTM provides direction during challenging times.
Independent Advice, Creative Approach, Customized Planning
Check the background of your financial professional on FINRA's BrokerCheckAdvisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.LPL Financial and Integrated Financial Partners do not provide tax services.For more information visit www.FINRA.org or www.SIPC.org.The LPL Financial registered representative(s) associated with this website 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.Click on the links for a copy of the Firm ADV and Client Relationship Summary.
© 2024. All rights reserved.
