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Zen Stones

Business Owner Planning

Smart solutions for your financial life.

Let's be honest - when your financial life gets complex, finding the right expertise to handle everything can feel overwhelming. We've seen it countless times with our clients, and research backs up what we've learned from years of hands-on experience.

At Integrated Financial Partners, we've built something special - a place where successful business owners and high net worth families can find all the expertise they need under one roof. Think of us as your go-to team for growing, optimizing, and passing on your wealth.

 

Our mission is simple: bring you the best strategies, coordinate all the moving parts, and deliver real value. When we see our clients with the most complex situations thriving, we know we're doing our job.

3 Lines of Service

Our coordinated approach.

Solutions

Entity Planning. Employee Benefits. Business Succession. Executive Compensation.

Exit Planning

The six step planning process.

Family Focused Office

Family wealth management services.

 

R. Jason Horwitz, CFP®, CRPC®

300 Ledgewood Place, Suite 100 Rockland, MA 02370

Office: (781) 785-0508 | Fax: (781) 421-6574 | jason.horwitz@ifpadvisor.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning. 

For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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