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About Integrated Financial Partners |
I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth.
When you retain Richard Osman and his team at Integrated Financial Partners, Inc. (IFP), you benefit from financial planning and personal service. We take the time to fully understand you and your needs. We provide you with the information, advice and alternatives you need to make decisions about your financial future.
We utilize a team approach - anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients in helping meet their financial goals.
As a company, we believe in providing our clients with clarity and solutions to help meet their financial needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.
CRN: 200710-2008854 |
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General Information |
| Years of Experience in Financial Services: |
20
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| States Licensed in: |
MD, AZ, DE, DC, FL, IN, VA, NJ, NY, NC, PA, SC, TN
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| Number of Years with Current Firm: |
4
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| Work with the following types of clients: |
Businesses, Individual Investors
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Advisor for Senior Living (CASL), Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®)
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Life, Health
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| Financial Organization Memberships: |
Sagemark Private Wealth Services
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
250,000
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