Lance Leimberg

Personalized Client Experience

Financial planner in Mt Laurel Township, NJ (show on map)

Integrated Financial Partners provides investment management and strategic wealth planning tailored to individual client needs.

Call (856) 437-5350

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About

Integrated Financial Partners is an independent financial planning and investment firm dedicated to providing personalized investment management and strategic wealth planning. The firm focuses on being a trusted advisor, helping clients navigate financial complexities throughout their lives, from retirement planning to business succession and estate planning.

Services include Wealth Management, Retirement Income Planning, Generational Wealth Planning, Estate Planning, Investment Strategies, Legacy Planning, Charitable Giving, and Business Continuity/Exit Planning.

Personalized client experience

Comprehensive financial planning

Specialized services for high-net-worth and business owners

Credentials of CFP®, ChFC®, CRPC®, RFC®, JD, LLM, CIMA®

Services

Lifetime Income Model™

Helps retirees make important decisions about retirement income, tax efficiency, and maximizing savings.

Business Owner Planning

Provides strategies for business owners to manage, transfer, and grow their wealth.

Family Focused Office

Simplifies and organizes the financial management of high-net-worth families.

Wealth Management

Tailored investment and wealth preservation strategies for individuals and families.

High Net Worth

Specialized strategies for managing substantial assets.

Wealth Distribution Strategies

Plans for distributing wealth to heirs and beneficiaries efficiently.

Credentials & Certifications

CFP®

ChFC®

CRPC®

RFC®

LLM

CIMA®

Frequently Asked Questions

What is the Lifetime Income Model™? +

The Lifetime Income Model™ is a personalized retirement income strategy that helps retirees make informed decisions about their retirement savings, tax efficiency, and long-term financial security.

How does Integrated Financial Partners assist business owners? +

Integrated Financial Partners provides comprehensive business owner planning, including 401(k) plan reviews, succession planning, and strategies for maximizing business value.

What credentials do the advisors at Integrated Financial Partners hold? +

Advisors hold designations such as CFP®, ChFC®, CRPC®, RFC®, JD, LLM, and CIMA®, indicating extensive training in financial planning, law, and investment management.

How does the Family Focused Office simplify wealth management for high-net-worth families? +

The Family Focused Office provides a unified financial plan that integrates personal and business goals, offering tailored solutions to simplify and organize complex financial lives.

What is the Integrated 401(k)™ service? +

The Integrated 401(k)™ service educates plan participants and maximizes the design of 401(k) plans for business owners, ensuring they are utilized effectively.

How does Integrated Financial Partners support physicians financially? +

Integrated Financial Partners offers specialized financial planning for physicians, addressing the unique business realities of medical practice and providing guidance from residency to retirement.