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Precision Financial Strategies

The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners and Precision Financial Strategies are separate entities from LPL Financial.

CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) 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 and Client Relationship Summary.

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