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Privacy Policy

Our Primary Client Goal is to Protect Your Privacy

Our Commitment to Privacy

Investment Planners, Inc. and IPI Wealth Management ("IPI") have always been committed to maintaining the confidentiality, integrity, and security of personal information entrusted to us by current and prospective clients. We are proud of our privacy practices, and we want you to know how we protect your information.

How and Why We Obtain Personal Information

At IPI, we use personal information collected about you to provide you with the superior service you have come to expect from us. We may use this information in order to develop, offer and deliver products and services; process transactions in your account; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements. IPI may collect from areas that would include:

  • From you or your representative on applications or forms (examples include name, address, Social Security number, birthdate, assets and income)
  • From transactional activity in your account (examples include trading history and balances)
  • From you or your representative regarding your preferences (such as paper statements vs. electronic statements, or the screen layout you specify if you use our Internet site)
  • From other sources with your consent or with the consent of your representative (for example, from other institutions if you transfer positions)

How We Protect Your Information

IPI has always considered the protection of sensitive information to be a sound business practice and a foundation of client trust.

IPI will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.

Within IPI and among our service providers, we restrict access to information to those who require that access in order to provide products and services to you. We may share the personal information that we collect with the following entities:

  • Government agencies and law enforcement officials (for example, for tax reporting or under court order)
  • Other organizations, with your consent or as directed by your representative to disclose to companies, to service your account as permitted by law.
  • Unaffiliated service providers (for example, fulfillment companies or securities clearinghouses).


IPI does not disclose any nonpublic information about you, except as permitted by law. You may hear reference to an “opt out” provision at other firms. Since we do not disclose any nonpublic personal information except as permitted by law, there is no ability to “opt out.”

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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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