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About

About IPI

Experience

Investment Planner's leadership has a combined 50+ years of experience in the broker-dealer and RIA industries. Operating a traditional broker-dealer (Investment Planners, Inc.) and a Registered Investment Adviser (IPI Wealth Management, Inc.), our leadership understands what it takes to manage investments for individuals. This experience is invaluable in communicating and assisting advisors in building their practices.
 

Focus

We are dedicated to providing resources and solutions for our advisors, their practices and clients. We are not involved in products and practices that are important only to the corporation's profitability. You will not find departments or “profit centers” that you do not use, but pay for, like: investment banking, syndicate, corporate finance and others. Our associates and their efforts are focused on helping you manage your business and provide solutions to meet your clients' life goals, period!


Opportunity

Over the past several years, traditional advisor business models have been exposed to instability and conflicts. The new industry paradigm is that an independent business model for the advisor and their clients provides freedom from conflicts of interest inherit with large banks, insurance and private equity organizations. Independence provides freedom to gain and control equity in your practice, freedom to provide advice and strategies free of proprietary interest.


Commitment

For more than 28 years, IPI has been dedicated to providing a “Gold Standard” in service to our adviser business partners. We strive to build successful partnerships which encourage the sharing of ideas and talents for the good of all. We are committed to ensuring your significant future.

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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 advisors are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial advisors 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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