Broker Check

Marco Moretti, CRPC®

Kevin M. McGrady, CLU, CRPC®, ChFC®

Robert A. Rebussini, CFS, LUTCF, CLTC, CRPC®

Team

Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:

  • Did I save enough for retirement?
  • Did I invest my assets in the apropriate places?
  • Which assets should I use first? 
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • How can I protect my beneficiaries and maximize tax strategies?
  • Do I have enough life insurance for my family?

We specialize in creating an approach that is designed to address your individual situation.

 

Bob's philosophy is to keep his clients current on the latest strategies for producing reliable retirement income, minimizing estate taxes and structuring their investment portfolios based on goals and time horizons. He has been...

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Kevin specializes in retirement accumulation and distribution strategies, family protection, and business succession planning. He bases his practice on the philosophy of working conservatively with clients in order to achieve realistic...

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Financial planning can help make the difference between those who enjoy a comfortable retirement and those who struggle. Marco Moretti can help you with your retirement planning, estate planning and other financial goals. Marco's...

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Tina Avila manages all aspects of the practice. Her main focus is to provide ongoing service and support to clients to keep them informed. She maintains client records, manages the movement of assets, and tracks the workflow process. 

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Tracy acts as a liaison with clients. She is responsible for the daily tracking of asset movement, compliance, and managing vendor and provider relationships. She works directly with clients to resolve issues and provide information. 

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Ray J. Lucas, CFP®

Senior Vice President of Financial Planning

Ray Lucas, CFP® is the head of Integrated Financial Solutions™, the case design and case consultation division of Integrated Financial Partners. An accounting graduate of Bentley College, Ray is a former faculty member of the...

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William Beaudoin

Vice President, Case Design

Bill Beaudoin, CFS, has been a member of our case design team since 1994. One of Bill's areas of specialization lies within the personal risk management area where he is able to deliver prudent strategies and tactics supported by...

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Derek Chesley

Case Design

Derek Chesley has more than a decade of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Solutions Team. His knowledge in the Financial Profiles...

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Ann L. Swartz, CLU, ChFC, CASL, CLF

Chief Operations Officer

Ann Swartz has been in the financial industry since 1988. A graduate of Clark University with a degree in Economics, She’s a firm believer in ongoing education for the purpose of maintaining the highest levels of professionalism. She...

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John C. Pastore, Jr., CRPC®

Senior Vice President of Professional Partners Program

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners. Visit www.GrowWithIFP...

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Jill Anderson

Financial Planner

Jill Anderson has been in financial services since 1998. With degrees in Public Communications and Business, Jill specializes in working with women who are going through a transition in their lives, as changes in marital status,...

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