U.S. Markets open in 1 hr 34 mins

Integrated Financial Partners, Inc. Closes 2013 With Record Accounting Firm Partnerships

BOSTON, MA--(Marketwired - February 11, 2014) -

  • Integrated Financial Partners' CPA Professional Partnership Program experiences unprecedented success in 2013 with an addition of 20 accounting firms.
  • Increases its team with 10 additional financial advisor hires to support the success of the Partnership Program.

Integrated Financial Partners, Inc. (IFP), a premier financial services firm headquartered in Waltham, MA, today announced results for 2013. In a year marked by the success of their CPA Professional Partnership Program, IFP increased their team with 10 additional financial advisors and partnered with over 20 accounting firms.

With an impressive roster of over 100 accounting firm partners, the IFP CPA Professional Partnership Program allows CPAs and accountants to enhance their client offerings by teaming up with IFP advisors. IFP's Professional CPA Partners benefit by providing clients with access to comprehensive financial planning, including: investment planning, estate planning, retirement planning, education funding, and insurance analysis services. This added value provides CPAs with the potential to increase their sources of revenue to enhance their own succession planning and exit strategy. The Program is open to eligible CPAs who either have or are willing to earn a securities license and who understand that their clients will receive the greatest benefit from a cross-disciplinary approach to comprehensive financial planning. This co-source model allows each partner to focus on their unique ability and discipline and provides optimal service to clients.

"As advisors, we are able to relate to the business model and the client relationships of a CPA," said Paul Saganey, Founder and President of IFP. "Our successful year at IFP is the direct result of our ability to create a relationship with our CPA partners with the understanding that our role is to promote trust between them and their clients. By working as part of a team and not getting in their way, we provide an environment that builds and supports long-term relationships among all parties."

New 2013 members of the IFP CPA Professional Partnership Program include:

  • Shannon Heap -- Aldrich, Perkins, Mulcahy & Heap, LLC
  • Jeff Levine -- Alkon & Levine, PC
  • Daniel Gerard Gilliland -- Gilliland & Associates, PC
  • James Francis Goulet -- Goulet, Salvidio & Associates, PC

For more information on Integrated Financial Partners' CPA Professional Partnership Program please visit www.GrowWithIFP.com.

About Integrated Financial Partners, Inc.:

Integrated Financial Partners, Inc. (IFP) is a premier financial services firm headquartered in Waltham, MA, whose members are registered representatives of Lincoln Financial Advisors Corp., a member of Lincoln Financial Group. Through Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor, IFP offers securities and investment advisory services that help guide their clients toward a more secure future by offering comprehensive financial, retirement, investment, business owner and estate planning, through the use of proven strategies and state-of-the-art software. Through their Professional Partnership Program, IFP additionally teams up with CPAs to provide an even more enhanced offering for their clients. To learn more about IFP, Inc. as well as their Professional Partnership Program please visit www.IFPAdvisor.com or www.GrowWithIFP.com.

Integrated Financial Partners, Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-795834-011314