Adam Rothbart, CRPC

The number one financial worry is not having enough money to retire. Do you know how much you need? Do you know what assets to spend first? Financial Planning is no longer a do-it-yourself project. That’s where the team at IFP can help. We support every aspect of your financial life. In today's complex world it takes diligence, research and careful consideration to help you work towards the retirement you deserve and have worked so hard to attain. We provide clarity along with strategies and solutions to help address your needs, lifestyle, goals and life phase. We offer customized plans that are simple to understand and implement.

IFP specializes in coordinating with all of our clients’ other advisors to ensure collaboration in all aspects of your financial life.

Specialties include retirement planning, estate planning, investment strategies, legacy planning, charitable gifting, wealth building strategies and business owner planning.


Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to 'Contact and Personal Info' section. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor.
Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
I can only discuss and/or transact business with residents of the following states: MA, TX, NH, ME, CT