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Building Lifelong Financial Security Together
At Investment Planners, Inc., we take a personalized approach to serving your financial planning needs. Our firm believes that financial planning is an ongoing process that helps you live life in the way that you choose.
As a valued client, we provide you with proven strategies to reach your financial and life goals. These strategies include a full range of financial services including wealth management, retirement planning, estate planning and business planning.
Since we are an independent Broker-Dealer, we represent hundreds of financial services companies. This allows us to provide you with the highest quality products including mutual funds, stocks, bonds, life insurance, annuities and long-term care insurance. Today, and in the future, our diversity of financial products and services will allow us to provide a customized solution to help you reach your goals.
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Investment Planners, Inc. is a broker/dealer and a member of the FINRA/SIPC. IPI Asset Management is a Registered Investment Advisor.