Investment

• Investment Management
  A partnership with Salesforce provides the leading CRM interface for their clients to access custodian/clearing firms, data and form aggregators, portfolio management solutions, financial planning, document storage, compliance automation, and workflow management.
• Mutual Funds
  Envestnet generates reports on trades, positions, balances, securities (including direct mutual funds and annuities), representatives, branches, products, and more.
• Wealth Management
  We would love to have the opportunity to share more about the benefits of partnering with Investment Planners, Inc. / IPI Wealth Management

Planning

• Financial Planning
  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.
• Annuities
  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.
• Asset Management
  IPI Wealth Management, a top independent advisory firm offering solutions for investment and asset management, as well as wealth advisory services for high-­net-­worth accounts, announced today they have been ranked in the 2015 Financial Times as a Top 300 Registered Investment Adviser (RIA).
• College Funding
  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.