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Pursuing financial independence.

During those prime earning years, we all want to feel empowered to save and spend. As a C-Suite executive, we will help optimize your wealth, so you feel comfortable enjoying life.

 

Ask yourself: Is your money working for you (or is it the other way around)?

 

We help:
 

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Build and refine your financial strategy.

Educate about what is happening and why.

Leverage the right technology tools.

Take advantage of opportunities available.

Boston
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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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