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SERVICES

Planning

 

  • Assist in turning goals into objectives and prioritization of those objectives

  • An honest discussion regarding your financial situation, goals and needs

  • Construction of a financial plan to describe how each objective is to be approached

  • Plan implementation utilizing investment strategies that are suitable and appropriate based on these objectives and our academia-focused investment philosophy

  • Frequent reviews to seeking to ensure your implementation is appropriate, suitable, and on track toward pursuing stated objectives

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Communications and Education

 

  • Quarterly performance reporting

  • Periodic industry communications

  • Annual client reviews

  • Weekly Market Review and educational emails

 

Investment Research

 

  • An investment philosophy rooted in objective academic research

  • A process driven by fiduciary standards and suitability

  • Access to and periodic review of investment research from leading academic institutions

  • Extensive ongoing education through participation in industry conferences and educational seminars

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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