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Business Owners

The

power of

integrated

risk management.

As a successful entrepreneur, you understand that when it comes to money, there are a lot of moving parts. Whether you're looking to expand your business or preparing for an eventual sale, discovery helps us to better understand all aspects of your business, from growth opportunities to retaining your key employees. 

 

Our process includes:

Business Analysis

Key Value Driver Optimization

Manage Value Growth Process

Coordinate Professional Network 

Strategic Insurance Coverage

Key Man Insurance

Disability Insurance

Executive Compensation Planning

Employee Benefits Packages 

Personal and Family Office Services

Wealth Transfer and Protection

Charitable Planning

Business Entity Structure

We’ll optimize all of the overwhelming elements of ownership, so your business is positioned to thrive. 

Step 1: Discovery Step 2: Understanding your business Step 3: Growth Opportunities and retaining key employees

Investment advice offered through Integrated Financial Partners, doing business as Integrated Wealth Planning, a registered  investment advisor.

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Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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David Kline CA Insurance #0J15578

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Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

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Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK.

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