Independent Advice, Creative Approach, Customized Planning
Independent Advice, Creative Approach, Customized Planning

Independent Advice, Creative Approach, Customized Planning


Working together as a team, we specialize in financial planning for individuals, families and business owners. We are also committed to our female clients, offering compassionate financial strategies and support for women going through life-changing events such as divorce, death of a spouse and retirement.

Helping our clients pursue their financial goals is our highest priority. We address the three important questions for retirement:  

•    Will you have enough money to maintain your lifestyle

      throughout retirement?
•    Are your investments in the appropriate places?
•    What assets should you access and spend first?

We will review your current investments, retirement strategies, current estate plan, wills and trusts, survivor needs, as well as college funding strategies and provide an analysis of our findings with recommendations.

Working as fiduciaries to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the honest work we do for the people we serve.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

LPL Financial and Integrated Financial Partners do not provide tax services.

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, CA, KY, ME, MD, MA, NH, NY, NC, OH, RI, TX, VT

Click on the links for a copy of the Firm ADV and Client Relationship Summary.


Integrated Financial Partners

300 Fifth Avenue, 
Third Floor 
Waltham, MA 02451



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