IFP Services

At Integrated Financial Partners® (IFP), we are dedicated to helping you realize your financial goals. The uniquely holistic IFP approach combines a depth of knowledge and professional expertise to provide creative solutions tailored to your individual needs. Our product independence and objectivity can mean a world of difference when designing a plan for your financial future. We offer a broad range of personal and business owner services:

• Retirement Distribution Strategies

• Wealth Accumulation Planning

• Financial Planning, Fee Only Planning

• Family Income Protection Strategies

• Education Funding, Special Needs Planning

• Tax Reduction Strategies

• Portfolio and Investment Analysis

• Wealth Management and Transfer

• Charitable Gifting Strategies

• Estate, Legacy and Beneficiary Planning

• Life, Disability and Long Term Care Insurance

• Business Owner Planning

• Benefit and Compensation Plans

• Retirement Plans, 401(k), SEP, SIMPLE Plans

• Continuity and Succession Planning

• Employee Educational Workshops

For more information about Integrated Financial Partners, Inc. visit their web site at www.IFPAdvisor.com

 

 

Our Location



Raymond J. Lucas, CFP®

100 North Parkway
Suite 201
Worcester, MA 01605
ph: 508-926-1458
fax: 508-926-1440
RLucas@IFPadvisor.com

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