Our Approach

At Integrated Financial Partners, our planning process puts the emphasis on you and your needs, not on a prepackaged set of solutions or ideas. We are committed to providing you with the information you need to make timely, informed decisions about your financial future.

The Financial Second Opinion

Who is looking at the pieces of your financial puzzle to see if you are on track? With our Financial Second Opinionprogram, we can provide an objective, life-impacting view of your current position. With this fresh set of eyes, we can focus on the things that matter most and help you plan ahead. We strive to catch what others may have missed. 

For a printable copy of The Financial Second Opinion™, Click Here.

The Lifetime Income Model

Will your money last throughout your retirement? Is it invested prudently? Which assets should you spend first? 

Planning for your financial future takes careful consideration. A new stage in life requires a new strategy. Our Lifetime Income Model™ strives to provide a reliable, tax-efficient stream of income so you can work towards the retirement you deserve. We can help you strike the appropriate balance between risk and reward so that you can address your ongoing needs. Our objective is to significantly impact your income while improving your quality of life during your well-deserved retirement years. We can analyze and implement a plan aimed at providing tax efficiency and preservation of assets.

No strategy, however, assures success or protects against loss.

For a printable copy of the Lifetime Income Model, Click Here.

The Plan for Financial Comfort

Marriage, children, job change, divorce, and death are all life events that can cause financial changes and create the need for competent and compassionate planning. Our 6-step Plan for Financial Comfort™ can have a profound effect on you and your family. We can help you prepare for your financial future with an emphasis on handling life's twists and turns. 

For a printable copy of The Plan for Financial Comfort Click Here.

The Legacy Discussion

  • Are your assets protected from creditors and predators?
  • Will your estate plan resolve or cause family conflict?

With taxes, inflation, medical costs and longevity there are many factors to consider. We can help you plan for emergencies as well as enduring legacies. Let us help you shape the future for generations to come by having an impactful conversation about your goals for distributing your wealth.

For a printable copy of The Legacy Discussion Click Here.

 

The Business Owner Model

Are you leveraging your business to help you work towards your personal goals? You face many issues; retention, benefits, continuity planning and daily operations. We can help you evaluate your situation and provide resources so you can make informed decisions.

For a printable copy of The Business Owner Model™, Click Here.

 

The Integrated 401(k)™

Are you happy with your retirement plan’s performance and fees? Are you in full compliance with ERISA regulations? We can benchmark your current plan to ensure it is viable and addresses your current and future needs. Specifically, we can show you how your employee retirement plan fits into your own wealth accumulation goals. With our 401(k) Fix-It Programwe strive to keep you out of harm's way and provide needed direction.

 


For more information about Integrated Financial Partners and our process, Click Here.

Our Location

David C. Grimaldi, MBA CFP®

115 Glastonbury Blvd.
Glastonbury, CT 06033
ph: 860.734.0421
fax: 860.734.0401
David.Grimaldi@IFPadvisor.com

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Please let us know how we can serve you.




Latest News

Financial and Economic Brief - June 1, 2021

• The Biden 2022 $6 Trillion Budget – Will it Produce Record Inflation? – The Biden Administration has proposed one of the largest Budget spending bills since the WWII economic era.

• How a Cut in the Gift and Estate Tax Exemption Will Affect You – The current Gift and Estate Tax Exemption is a healthy $11.7 Million per individual and $23.4 Million per couple for 2021.

• Is it Possible that the US Federal Government Will Issue its Own Crypto Currency? – Crypto currencies have an equivalent value of about $2 Trillion.

Financial and Economic Brief - May 1, 2021

• Top Combined Capital Gains Tax Rates Would Average 48% Under Biden’s Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920’s.

• Crypto Currency is Reaching a Mainstream Audience – For those considering investing or buying Crypto Currencies there is a bit of a learning curve involved in making such a decision.

• Mortgage Rates and Home Purchases Continue to Fluctuate - Over the past few weeks demand for new housing and new mortgages has shown a slight decline.

Financial and Economic Brief - April 1, 2021

• What You Need to Know About the New “American Rescue Plan Act” - Learn about the economic benefits of this act passed by Congress and signed into law by President Biden.

• Funding Infrastructure Revitalization May Fall on the backs of Corporations and the Wealthy – Pundits have observed that many of America’s infrastructures are in serious need of repair/replacement.

• What Should You be Considering when Investing in 2021? - There is absolutely no foolproof way, strategy or guarantee to successfully invest in the stock market.

Financial and Economic Brief - March 1, 2021

• The Bureau of Economic Analysis Spells it All Out - If you have ever wanted to find an informational foundation that provides complete analysis of several parts of the American economy, look no further.

• How Inflation Effects the Financial Condition of Your Life – At this point, we are frequently told that we should have very little concern about inflation and its impact on the economy.

• Growing Need for Long Term Care Insurance as Baby Boomers Enter Old Age. - Baby Boomers are realizing that they should have taken on an LTC insurance policy a decade ago.

Financial and Economic Brief - February 1, 2021

• How Option Trading Shocked “Short Selling” Institutional Traders - This is one story that has many of us scratching our heads and wondering; how can a group of small investors bring down large Wall Street traders?

• Economic Impact of Shutting down the Keystone XL Pipeline – Economists are evaluating the impact this shutdown will have on jobs, the US Economy and climate change.

• Small Businesses Need to Act Quickly for The PPP “Second Draw” - Congress has passed legislation that will provide an additional $284 Billion Dollars for small businesses.

Financial and Economic Brief - January 1, 2021

• Highlights of New Covid Stimulus Bill - The new legislation, signed on December 27, 2020, has something in it for everyone; and more may be coming!

• Migration Movement from City to Farm? – Many Americans believe that the Covid-19 Pandemic has caused many to uproot their families and move from cities to suburbs or rural countryside.

• Chances of an IRS audit? The IRS Releases the Numbers. - One of the most unsettling times in a person’s life is the dreaded IRS audit.