Marco Moretti, CRPC®,CLTC

Solid Strategies for Changing Times®

Financial planner in Cranston, RI (show on map)

5.0

★★★★★

40 reviews

Integrated Financial Partners (IFP) offers fee-based financial coordination, customized strategies, and compassionate service to harmonize all aspects of your financial life.

Call (401) 868-1882

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About

Integrated Financial Partners (IFP) provides fee-based financial coordination, customized strategies, and compassionate service to harmonize all aspects of your financial life. As a team-based, product-independent firm, IFP offers tailored solutions for wealth accumulation, tax strategies, legacy planning, and risk management, ensuring decisions align with goals and futures are navigated with confidence.

Team-based expertise

Product independence

Customized, goal-oriented strategies

Compassionate, hands-on service

Services

Financial Second Opinion™

A customized strategy program that coordinates all aspects of your financial life to ensure decisions align with your goals.

Team-based expertise Product independence Customized strategies for wealth accumulation, tax planning, legacy planning, and risk management

Estate Management

Effective estate management to control the distribution of wealth, manage healthcare wishes, and designate financial managers.

Will preparation Special needs trusts Estate management checklist Charitable giving and legacy planning

Retirement Strategies

Strategies to manage income sources in retirement and ensure financial security.

Income source analysis Social Security strategy Risk management for retirement

Tax Strategies

Customized tax reduction strategies integrated into comprehensive financial plans.

Objective, product-independent research Portfolio analysis for tax efficiency

Risk Management

Identification and transfer of risks to insurance companies or self-managed strategies.

Risk assessment Insurance recommendations Self-managed risk strategies

Investment Management

Tailored investment portfolios considering goals, time horizon, and risk tolerance.

Goal-based portfolio construction Risk tolerance assessment Continuous portfolio monitoring

Credentials & Certifications

CRPC®

CLTC®

ChFC®

CLU

CASL

CLF

CFA

LLM

CIMA®

Reviews

Rating

★★★★★

Reviews

"Very helpful and skilled financial advisor."

Frequently Asked Questions

What is the Financial Second Opinion™ program? +

A customized strategy program that coordinates all aspects of your financial life to ensure decisions align with your goals.

How does Integrated Financial Partners handle estate management? +

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death, including healthcare wishes and financial management designations.

What is a special needs trust? +

A special needs trust helps care for a special needs child when you’re gone, ensuring their needs are met while preserving eligibility for government benefits.

How does Integrated Financial Partners ensure retirement strategies align with my goals? +

Retirement strategies analyze your income sources to determine which to spend first, helping you decide on a customized plan with the firm’s guidance.

What is the role of risk management in financial planning? +

Risk management identifies and transfers risks to insurance companies or self-managed strategies, ensuring comprehensive protection of your financial interests.

How does Integrated Financial Partners approach investment management? +

Investment management creates tailored portfolios considering your goals, time horizon, and risk tolerance, with continuous monitoring and adjustment.