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Leverage

opportunity

and certainty.

At IWP, our proprietary Lifetime Income Model    (LIM) is designed to strategically map out your annual income needs while maximizing the probability of funding your legacy and unique retirement goals.

 

By dividing your money into "time-released" segments, we work to ensure your income requirements are methodically managed for the rest of your life. This approach is not bound by chronological age but rather by the time your money has to work for you before it's needed.

 

Together, we’ll position your investments to support your vision for the future.

TM

Blueprint
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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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