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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Latest News

Financial and Economic Brief - December 1, 2021

• Projected Growth for the US Economy in 2022 – Many economic pundits provide annual projections for the coming year.

• Are the Oil Companies Making Huge Profits While Americans Feel the Pain at the Pump? – Ask friends, family and neighbors about how much it is costing them to fill-up that SUV at the petrol station.

• The New IRA Contribution Rates Are Out for 2022; You’ll Be Happy to Know There Are Many Increases – The IRS has recently released the new IRA contribution rates and limits.

Financial and Economic Brief - November 1, 2021

• Current Status of Electric Vehicles in the US – In spite of the hype that seems to permeate around electric vehicles in the US, the current numbers are less stellar than one might think.

• The Rising Costs of Everything – What We Need and What We Love – Economists are raising an alarming inflation scenario that America has rarely seen before.

• The Economic Outlook for the Chinese Economy – After decades of double digit growth in GDP, the Chinese economy is beginning to show signs of slower growth.

Financial and Economic Brief - October 1, 2021

• Is the Rising Price of Oil a Reflection of Higher Demand? – Even with some pundits pushing the “Green New Deal”, consumers are still loving gas powered vehicles.

• The Revolution of Fast Food Restaurants using Robotics and AI is Upon Us! – The dilemma the fast food industry faces is the inability to hire enough for food prep. & clean-up even with a min. wage of $15/hr.

• The Fed May Now be Poised to Raise Interest Rates – We should think twice when trying to guess what the Fed will do with interest rates in 2022 & 2023.

Financial and Economic Brief - September 1, 2021

• A $3.5 Trillion Budget Spending Bill - PASSED the House – The House has narrowly passed a huge budget while also cementing in a date to pass a $1.5 trillion infrastructure bill.

• What is the Future of the Pharmaceutical Industry? – The worldwide value of the pharmaceutical is approximately $1.2 Trillion.

• 2021 Year-end Tax Strategy – Get a jump on filing your income taxes as early as possible this year since there have been many tax changes resulting from new tax legislation.

Financial and Economic Brief - August 1, 2021

• 2021 Q3 – The latest Economic Forecast? – Some economists and other pundits are forecasting a robust Q3 and Q4 for 2021.

• “For the 99.5% Act” strategically introduced by Senator Bernie Sanders – Recent legislation proposed by Senator Bernie Sanders will severely impede the estate planning efforts of many Americans.

• The E-Vehicle Revolution – When the Internet started, many didn't believe it would have unprecedented influence that took place over such a short period of time.

Financial and Economic Brief - July 1, 2021

• The Decline of Lumber Prices – How Will it Affect Home Prices? – The price of lumber futures has dropped dramatically over the past few months.

• Businesses are Faced with a Labor Shortage – Is it Temporary or Long-Term? – It would have been almost impossible to predict the hiring dilemma that many businesses currently face.

• The Federal Ban on Evictions and Foreclosures is Scheduled to End on July 31, 2021 – Evictions and foreclosures only affect a relatively small percentage of the American population.