Adam Rothbart
Financial Planner @Integrated Financial Partners
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Integrated Financial Partners
The number one financial worry is not having enough money to retire. Do you know how much you need? Do you know what assets to spend first? Financial Planning is no longer a do-it-yourself project. That’s where the team at IFP can help. We support every aspect of your financial life. In today\'s complex world it takes diligence, research and careful consideration to help you work towards the retirement you deserve and have worked so hard to attain. We provide clarity along with strategies and solutions to help address your needs, lifestyle, goals and life phase. We offer customized plans that are simple to understand and implement. IFP specializes in coordinating with all of our clients’ other advisors to ensure collaboration in all aspects of your financial life. Specialties include retirement planning, estate planning, investment strategies, legacy planning, charitable gifting, wealth building strategies and business owner planning.
SKILLS
ABOUT ADAM ROTHBART
At Integrated Financial Partners (IFP), we are dedicated to helping you reach your…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.