As an independent financial planning and wealth management firm, we specialize in helping individuals and corporations invest their assets and build legacies for generations to come. Our mission is to help clients overcome uncertainty through education and build an investment and planning strategy so they can confidently pursue their financial goals.
Working as a fiduciary to our clients, it is our legal duty to put our clients' needs first and act in their best interest while maintaining full transparency as we construct their financial plans. Our name and reputation reflect the high standards we have for the people we serve.
Working as a fiduciary to our clients, it is our legal duty to put our clients' needs first and act in their best interest while maintaining full transparency as we construct their financial plans. Our name and reputation reflect the high standards we have for the people we serve.
Services
Integrated Financial Partners leads business owners, individuals, and families to coordinated financial planning strategies that are guided by prudent investment philosophies and a caring relationship. Our passion is sharing with you a wealth of knowledge and information while giving options and choices, the pros and cons of those choices, and then allowing our client to decide what is best to implement for their own business or family.
Retirees must make important decisions about their future. Our team can help you answer the following questions: Do I have enough money to retire the way I want? Is it in the right places? How can I maximize tax efficiency? Estate planning is often among the least prioritized financial considerations - but is in fact among the most important.
High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals guide you through all market conditions, offering valuable counsel and insight every step of the way. What's next for your business?
We want to help people understand their relationship with money. What does money mean to you and how do you view it, perceive and use it? We know that investing is much more than just the study of finance. We consider it a study of how people behave with money. It's the behavior we are gauging and learning so that we can apply our financial barometer in order to fully understand what you as our client want, need and what motivates you i.e.
Reviews (1)
Seth Larson
Aug 17, 2018
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I've worked with Kris and his team for years now. They are not the turn-and-burn type of firm but rather spend the time asking YOU questions to create a plan that aims at your goals and not theirs.
Many times my wife and I have asked for advice or a certain product but were led away from it for various reasons that are specific to our situation. Having been clients of other firms in the past that was surprising to hear. I have utmost respect for the entire team at Market Pulse and will continue to work with and refer them in the future.
Many times my wife and I have asked for advice or a certain product but were led away from it for various reasons that are specific to our situation. Having been clients of other firms in the past that was surprising to hear. I have utmost respect for the entire team at Market Pulse and will continue to work with and refer them in the future.
