Our Values


High Moral Character - Consistency of Commitment

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.


Achieving Goals for Clients

We believe performance is more than your return on investment, it is making sure you are meeting your lifestyle goals along the way. That is why our financial planning process starts by getting to know you personally. We will 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 may update you through a few different methods, such as 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.


Philosophy - Execution

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!

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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.

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