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IPI Wealth Management, Inc.
       
 
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IPI Wealth Management, Inc.
 
 
Overview: 

IPI Wealth Management is a boutique financial advisory and planning firm that has been consistently recognized for excellence as well as growth by publications including Financial Times and Financial Advisor. Through my affiliation with IPI, I serve individuals, families and business owners across the country in wealth management and financial planning. Working together, can confidently strive toward your lifestyle and financial goals.

We provide our services to individuals, families and business owners across the country. Today's financial terrain has grown more challenging, and it helps to have a trusted partner who can guide you. At Investment Planners, we believe a well-rounded financial strategy is crucial in this ever-changing market. We will help you identify your goals, map the course to get there, and walk alongside you as we implement the strategies, with follow-up and reviews throughout the entire journey. As a full service provider, we use the tools, insights, and customized financial strategies needed to help turn your goals into reality.
Investment Strategies

Are you just getting started, or are you a long-term investor who is looking to fine tune your investment strategy? Do you need help building your portfolio or managing your funds? Have you experienced a major life event and need help reevaluating your financial goals? Whether you are a young investor in your 20's or a senior well into retirement, you will find the guidance and insight you need at Investment Planners. Your financial situation is unique, and we can help you customize a strategy that meets your goals.

Our wealth management advisory services include:

   Employee 401(k) and 403(b) plan accounts at your current employer Solo 401(k), Defined Benefit and SEP IRAs for Self-Employed Individuals and Business Owners
   Rollover IRAs and Roth IRAs
   College Funding::529s and other Solutions

Important features of our program:

* Each client's portfolio is individually designed with the client's objectives, time horizon and risk tolerance in mind.
* A written investment policy statement then guides the construction and monitoring of the portfolio.
* Achieves diversification across asset classes through select actively managed funds and certain individual securities (stocks, bonds and ETFs).
* Choosing the best money managers; no proprietary (company-owned) funds.
* Clients can log on to a secure portal for a comprehensive, current snapshot of their portfolio in addition to receiving quarterly reports.
Retirement Strategies

Envision your future. Is it in line with your current situation? Do adjustments need to be made in order for your vision to become a reality? At Investment Planners, we can help you set the coordinates for a secure retirement strategy, keeping your dreams on course. Once we have your retirement strategy in place, we can help manage things going forward, allowing for any challenges or changes of heart along the way. Knowing that all of your finances are in order can give you a sense of security so that you can spend less time worrying and more time doing the things you love.
Estate Planning

Sound estate planning is an important piece of your overall investment strategy. It is a personal, intricate and often overwhelming process. At Investment Planners, we help you navigate the path so that your future and family are not left to chance.

Together, we can determine your estate planning goals and actively work with your estate planning attorney to develop the strategies that will help meet your needs. We understand that documents like trusts and wills could never replace memories, but what they can do is help design a legacy that reflects your dreams and your values while protecting your loved ones according to your wishes.
Insurance/Risk Management

Along with investing for the future and saving for retirement, securing insurance is one of the most important economic decisions you'll make. Insurance provides a financial safety net for your loved ones, guaranteeing they are financially protected should something happen to you - either death or a disabling injury/illness. It can give your family the funds needed to maintain their quality of life, cover monthly bills, provide a college education, or just give them one less thing to worry about. Insurance is one thing you can take care of today so that your family is taken care of tomorrow. Our team of experts at Investment Planners can help you determine how much insurance you need and what type of life insurance is right for you. Let us help you protect the ones you love both now and in the years to come.
History: 

IPI Wealth Management, the Registered Investment Advisory firm, was founded in 1996 and was ranked in 2015 by Financial Times as one of the Top 300 Financial Advisers and by Financial Advisor magazine as one of the top 150 RIAs for total assets. Both Investment Planners and IPI Wealth have received many similar accolades throughout their histories.


 
 
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