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 - October 1, 2020

• What is the FED saying about interest rates now? - Interest rates effect virtually every financial decision Americans make; from buying a home, buying a car, or charging purchases to a credit card.

• Here it is in a nutshell – Evaluating Economic Sectors - When media pundits, bankers, and government officials discuss the economy, frequently it is difficult to fully grasp the implications and their effect as a whole.

• Technology Trends for the Next Decade - 25 hot technology trends that will continue to influence the global economy and how they will affect how we manage our investments and savings.

Financial and Economic Brief - September 3, 2020

• Are people moving out of the cities to suburbia? - There has been a lot of buzz around whether the Covid-19 Pandemic has more people fleeing the large cities for the suburban life.

• The Best New Careers of 2020 – It’s no longer a secret! - Many people often wonder what jobs will produce the best possible future for themselves and their families.

• Retirement Savings Tips for 45 – 54 Year Olds - Retirement planning is always a challenging process. This is generally because individual goals change and the cost of living is a moving target.

Financial and Economic Brief - August 4, 2020

• A Q2 Economic Evaluation - Now that the American Economy has gone through at least one quarter of Covid-19, we have an opportunity to glance back at the equity markets to see how they performed.

• International Monetary Fund’s Latest Update - Countries around the world share the same apprehensions about financial health of economies as well as physical health of the people.

• Top 10 Technology Trends of 2020 - The rapid growth of technology is paving the way for career growth in 10 different but connected areas.

Financial and Economic Brief - July 3, 2020

• The Trend in Wage Growth and Spending - The country’s unemployment rate has leveled off and Americans have shown remarkable resilience in the face of high unemployment numbers.

• Mortgage Rates are the Lowest in Years - For individuals and families who are looking to buy a new home, interest rates are low and expected to potentially go lower.

• Where are Oil Prices Headed? - Decades ago no American would have believed that the price of a barrel of oil would drive a wedge between OPEC oil producing nations.

Financial and Economic Brief - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Financial and Economic Brief - May 6, 2020

• Here are Important Social Security Changes for 2020 - For today’s retired Americans, it frequently represents a healthy amount of their monthly income.

• Did the SECURE Act Kill the Stretch IRA? - Individuals who have successfully used IRA’s as an estate tax planning tool may be trying to find new ways to leave assets to named beneficiaries in a way that minimizes the long-term effects of the estate tax.

• Warren Buffett has Sold Berkshire Hathaway’s Position in Airline Stocks - The Oracle of Omaha doesn’t always get it right (but so far his track record has been mighty impressive!)