Our Alliance with Integrated Financial Partners
Financial planning is no longer a do-it-yourself project. Ever-changing tax laws, complicated investment products and complex legal issues can make your goal of achieving financial success a real challenge. You need long-term planning with prudent recommendations. Having a sound financial plan will help you prepare for your future and potentially impact the lives of coming generations. A properly structured plan will also enable you to face any financial challenges that may arise during different stages of your life.
Through our partnership with Integrated Financial Partners (IFP), we can help you develop customized strategies to address your long-term goals, strengthen your financial security and maintain a comfortable quality of life. This affiliation provides supportive, experienced professionals to answer any questions you may have relating to the financial inevitabilities of your life. The IFP team can help you with:
- Retirement Distribution Strategies
- Portfolio and Investment Analysis
- Wealth Management and Transfer
- Tax Reduction Strategies
- Estate, Legacy and Beneficiary Planning
- Charitable Gifting Strategies
- Wealth Accumulation Planning
- Financial Planning, Fee Only Planning
- Family Income Protection Strategies
- Education Funding
- Special Needs Planning
- Risk Analysis
- Life, Disability and Long-Term Care Insurance
- Business Owner Planning
- Benefit and Compensation Plans
- Continuity and Succession Planning
- Retirement Plans, 401(k), SEP and SIMPLE Plans
- Employee Educational Workshops
Changes in our personal lives may cause fluctuations in our financial lives as well. Even if you have a plan, it may need updating. Life events that typically require financial updates include:
- Purchase of a home
- Change in marital status
- Death of an immediate family member
- Personal injury/illness
- Change in employment status
- Birth or adoption of a child
- Starting or exiting a family business
Do you have any questions about education funding or assisting parents through a life transition? Wondering if you’ve done everything possible to maximize all you’ve achieved in life? IFP can work with you to determine the appropriate course of action to help protect you and your family during financially challenging times.
IFP’s mission is to take an objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. By coordinating with your other advisors, IFP can put together a comprehensive, long-term plan to help impact your income and your quality of life.
To schedule an appointment or learn more, please contact Mark Cavasino at 860.734.0480 or speak to your local branch manager.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. *Integrated Financial Partners and LPL Financial do not provide tax services. For more information visit www.FINRA.org or www.SIPC.org. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the states that they are licensed in.