Trusted, Ethical, Personal Service
Welcome to Investment Planning Solutions, a comprehensive financial services firm committed to helping clients improve their long-term financial success. Clients that choose to work with us desire a long-term relationship that is based on a need for financial advice as well as a desire for an open and honest dialogue regarding life events that are affected by financial resources. Our clients have an appreciation for products and services that focus on a client's needs rather than the revenue generated by a transaction.
While employer sponsored retirement plans and retirement accounts employing mutual funds and managed Exchange Traded Funds (ETF) portfolios compose the largest portion of our clientele, clients also have the option of us providing overall management of all their individual, and college savings accounts. The primary vehicles of investment for these accounts are exchange traded funds, mutual funds, individual fixed income investments, and fixed and variable annuities.
Individuals also may request preparation of hypothetical financial projections so as to prepare for future financial needs. These projections are provided on a fee for service basis and are not contingent upon an individual maintaining an investment account. An individual is free to use the projections and recommendations for implementation through other investment avenues. Our objective is to provide a plan of action today to prepare businesses, individuals and families for their financial tomorrow. The preparation of this plan will take into account current and future investment objectives, risk tolerances and financial goals so as to provide an appropriate and understandable road map for financial goals.
We encourage you to explore this site and learn more about the services provided. Should you have any questions or would like more information, please feel free to email.