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SERVICES

Whether you are thinking about retiring or are already retired... you have financial complexities in your life. We can help you capitalize on sophisticated financial strategies to help you efficiently pursue long-term financial success. Talk to us about:
 

  • Retirement Distribution Strategies

  • Wealth Accumulation Strategies

  • Financial Planning, Fee Only Planning

  • Family Income Protection Strategies

  • Education Funding, Special Needs Planning

  • Tax Reduction Strategies

  • Portfolio and Investment Analysis

  • Wealth Management and Transfer

  • Charitable Gifting Strategies

  • Estate, Legacy and Beneficiary Planning

  • Life, Disability and Long-Term Care Insurance

  • Business Owner Planning

  • Benefit and Compensation Plans

  • Retirement Plans, 401(k), SEP, SIMPLE Plans

  • Continuity and Succession Planning

  • Employee Educational Workshops​

           Steve Faberman                                         Albert Filosa ​                             Office: 781-373-4450               200 Fifth Avenue, Suite 4010  

Steve.Faberman@IFPadvisor.com           Albert.Filosa@IFPadvisor.com                    Fax: 781-890-5624                        Waltham, MA 02451  

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, Member FINRA/SIPC. Matt Bonsall is a registered representative of LPL Financial.

 

Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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For more information visit www.FINRA.org or www.SIPC.org.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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