Today's working professionals face more challenges than ever.


With professionals seeking to retire in the next ten years, firms are scrambling to develop and fund succession plans. The drought in young talent has created difficulties and offers little to no options for professionals to feel confident about their retirement years.
Do you have a viable succession plan that is actually funded for your practice?
Upon retirement, will you be able to maintain your quality of life?
Are you concerned about finding dependable and affordable staff members to assist in maintaining and growing your business?
How will your practice be impacted if your most valuable clients sell their businesses?
Are you trading quality of life for income?
CPAs and Accountants
Property and Casualty Agencies
Attorneys, Credit Unions and Associations
Other Professionals
  • Professional Partners Program™


    IFP’s Professional Partners Program™ brings comprehensive financial planning to the clients of CPA firms, law firms, property & casualty agencies, associations, banks and credit unions. The program is designed to assist our professional partners in increasing revenues, improving retention and attracting new business while providing additional value to existing clients through a co-source, revenue sharing model.


    IFP is qualified to act as a consultant to our Professional Partners. In our co-source model, IFP provides our Professional Partners with Marketing, Practice Management, Revenue Flow Modeling, Licensing, Compliance Oversight, Revenue Tracking and most importantly, a qualified Financial Advisor. Our ‘client first’ model has helped our advisors and the professional partners they work with expand their services and profits, while providing clients with much needed advice during these unpredictable times.


    For example, IFP has successfully partnered with CPAs for over 20 years to assist them in building a more robust and thriving practice. IFP not only recognizes the challenges CPAs face but provides a solution that has enabled over 100 accounting organizations and their owners to build a viable retirement strategy while seeking to enhance revenues along the way.  IFP’s Professional Partners Program is designed to assist in increasing revenues, improving retention and attracting new business while providing additional value to existing clients.


    When a professional partner decides to align with our firm, it is done through a co-source methodology. We match a partner with a qualified, tenured and credentialed financial advisor who will work with them to determine those clients that are in need of comprehensive financial planning. This allows the professional partner to remain in their discipline and we take care of the financial planning business. Compensation is then split between the two entities.


  • Revenue Sharing Opportunities

    We recognize that despite technological advances people are busier than ever and demand exceptional service when it comes to something as intricate as managing their finances. We have the financial strength, resources, objectivity, and planning capabilities to address their changing needs. By teaming with IFP, you can offer your clients access to investment planning, estate planning, retirement planning, education funding and insurance analysis services. From building retirement nest eggs to protecting families from fiscal mistakes, our financial planning programs and models can help your clients organize their financial lives and build confidence in their future.

  • Case Design

    Our in-house technical staff uses state-of-the-art financial planning software to create customized financial condition models to help clients project the adequacy of financial resources and plans. Portfolio diagnostics are used to analyze and evaluate the strengths and weaknesses of a client’s portfolio to help keep them on track.


    We are different and it shows in our planning philosophy. A typical investment professional sees clients as accumulators, distributors or transferors of wealth. Our approach is more client-centric and based on needs, lifestyle, goals and life phase. This can be illustrated through our six marketing models:


    The Lifetime Income Model

    The Financial Second Opinion

    The Plan for Financial Comfort

    The Business Owner Model

    The Legacy Discussion

    The Integrated 401(k)

  • Marketing and Support


    InTouch Innovations offers turn-key, “set it and forget it” compliance approved marketing strategies so you can touch your clients and prospects on a regular basis. Our team coordinates activities to augment both the partner’s and the advisor’s practice to help expand their marketing opportunities and communicate clearly with their clients. We will execute marketing plans and campaigns on your behalf and eliminate any obstacles that may otherwise derail your efforts.


    Click here to learn more about our sister marketing company, InTouch Innovations.


    InTouch Innovations and LPL Financial are separate entities.


    Resources and support available may include:


    • Prospecting strategies
    • Cross-sell campaigns
    • Referral campaigns
    • Direct mail and e-mail campaigns
    • Newsletters
    • Networking
    • Workshops, Webinars and Seminars
    • Worksite marketing
    • Marketing Plan Development
    • Conscious competency consulting
    • Scripting
    • Brochures
    • Articles
    • Scripts
    • Waivers
    • New Client Kits
    • Web site Consulting
    • Client Appreciation Events
    • Value & Mission Statement Development
    • Tier 1 Client development
    • Target and Niche Marketing Strategies


  • Compliance
    With our own internal compliance team and access to the team at LPL Financial, we can assist and guide partners through an ever-changing business landscape. This is designed to save time and resources and maintain the highest ethical standards.


In addition to the over 27 members of the IFP support team,
we would like to introduce you to the Business Development Team.

Paul Saganey

Founder and President

John C. Pastore, Jr., CRPC®

Senior Vice President, Financial Planner

Andree Peterson

Vice President of Strategy and Development

Deborah Lasota, MSF

Manager of Business Development

Becca Zophin

Chief Marketing Officer

Rob Brown, PhD, CFA

Chief Investment Officer

Raymond J. Lucas, CFP®

Senior Vice President of Financial Planning & Training

William Beaudoin, CFS

Vice President of Case Design

Ann L. Swartz, CLU, ChFC®, CASL, CLF®

Chief Operations Officer

John G Cataldo, Esq.

President - Advisory Services, Chief Legal Officer

Bradley Stewart

Director of Strategic Alliances

Robert Sandrew

Senior Vice President, Business Development

William George

Senior Vice President of Business Development


A Conversation Worth Having

(866) 279-3190


Please provide your information and a member of our Business Development Team will
be in touch or check the box below to attend one of our webinars.

*PLEASE NOTE: All inquiries will be held in the strictest of confidence.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WV, WY

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