I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth.
When you retain Richard Osman and his team at Integrated Financial Partners, Inc. (IFP), you benefit from financial planning and personal service. We take the time to fully understand you and your needs. We provide you with the information, advice and alternatives you need to make decisions about your financial future.
We utilize a team approach - anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients in helping meet their financial goals.
As a company, we believe in providing our clients with clarity and solutions to help meet their financial needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.
New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more
Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but the reality is that many women still heavily rely on men to handle their finances. Now is the time for women to break out of the traditional role and take action to gain financial independence. more
Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or promotion regarding the 2010 changes for Roth IRA conversions comes our way. This is a potentially great option for some individuals. However, most of what we see looks more like a sales pitch than real financial advice. more