At Investment Planners, Inc. (IPI), integrity is key to the way we do business. Our integrity and independence enable us to deliver financial products and services with your best interests in mind. We view our relationship with you as a partnership to build your long-term financial security. Working together, we can put your lifestyle and financial goals within reach. Retirement. Vacation home. College funding. Business expansion. Whatever goals you have in mind, IPI will focus on the details so you can enjoy the rewards.
We believe performance is more than your return on investment, it’s making sure you’re meeting your lifestyle goals along the way. That’s why our financial planning process starts by getting to know you personally. We’ll identify your values, concerns, and goals to carefully construct a personalized financial plan that performs for you while minimizing risk and increasing financial security. This helps us make recommendations you are comfortable with and helps prepare you financially for upcoming life events.
To keep our partnership strong, we’ll update you through seminars, newsletters, and annual reviews. This two-way communication ensures that you understand how your assets are being managed and informs us about changes in your life so we can make adjustments to your plan as needed.
We use the latest technology to enhance the personalized service you receive, not to replace it. Our innovative tools help us provide comprehensive trading services, compare mutual funds, and deliver customized financial plans. But technology is not the only innovative tool we use. Our team looks at things differently too; taking into consideration the lifestyle you have now, and looking into the future to help you visualize your goals. We then apply our exclusive Strategic Lifestyle & Wealth Management™ philosophy to your situation.
Thank you for choosing IPI. We look forward to working with you.