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HOW WE WORK WITH CLIENTS

We are here to stay unemotional about your money. We strive to be a steadying force in most any circumstance.

The Salkins Group utilizes whole-istic financial planning based on academic research designed with the goal to significantly impact clients’ income and quality of life. Through our knowledge and depth of resources, we work diligently to create and coordinate strategic financial plans that bring simplicity and clarity to complex financial issues.

 

Whether you are planning for retirement, selling a business, or passing your wealth on to the next generation, we are proud to provide competent, compassionate and client-centric financial planning.

Our Process Driven Approach Breakdown

The Salkins Group | 200 Fifth Avenue, Suite 4010, Waltham, MA 02451 | 781-373-4490

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial.  Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners, Integrated Partners and The Salkins Group are separate entities from LPL Financial. 

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

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

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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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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