Solid Strategies for Changing Times
You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to align your decisions with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
IFP is a fee-based financial services firm dedicated to providing hands-on advice, service, and support.
Our Financial Second OpinionTM program is a comprehensive investment analysis tool that can help you come closer to reaching your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Ray Lucas is the head of Integrated Financial Solutions™, a division within Integrated Financial Partners, for the case design and case consultation. An accounting graduate of Bentley College, Ray is a former faculty member of the Boston University program for financial planning. An author and contributor to various publications, Ray's experience has put him in demand as a speaker on the topics of estate and retirement planning.