At Investment Planners, we provide our clients the professional advice, strategies, products and services needed to help them meet their investment objectives and goals. Our goal is to educate and provide a sense of direction and organization to all our clients.
Provide education, a solid partnership, and a plan for the future.
IPI Strategies Newsletter
1st Quarter, 2018
- Message from Christine & Royal
- What to keep, what to shred
- Retirement Rocks: Review your Beneficiaries
Click here to download your newsletter
It's an appreciation for the abundance and goodness in your life.
At Investment Planners Inc., we value our clients, not for their account size, but for their relationship. We focus first on helping you define wealth and set goals that reflect your sense of it. We build open, caring relationships with you, so that we completely understand how we can help you reach your future goals.
With this in mind, our portfolio management process helps you create a unique, comprehensive plan based on investment strategies that fit your financial future. We strive to grow, protect and preserve your assets, adjust your plan throughout the stages of your own life, and plan for distributions after you've gone that will leave the impact you choose.
Christine Rondeau, CFP®, Financial Advisor
Royal Rondeau, Manager of Operations
In December 2017, the Tax Cuts and Jobs Act became law. The original legislation was not at all favorable for college students and their families, but the final cut, proved better, especially for the 529 plans.
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado, Decatur, IL 62522; (217) 425-6340; 217-425-6340
Investment Planners, Inc. and IPI Wealth Management, Inc. does not provide tax advice. Please consult your tax attorney or accountant.
To the left is an article from RBC Wealth Management, sharing some insight on just what the selloff might mean, and what to look for, going forward.
At Christmastime, we sent each of our clients the 12 page "Five Wishes" Brochure. It was our hope that each would be able to take the time to talk with loved ones about these very personal wishes, and write them down. Please be sure and spend time on this important topic. If anyone would like another copy, please don't hesitate to ask us for one.
Sharpen Your Game, at the IPI Summer Conference June 15th - 17th, 2017, Chicago, IL
Did you fill out your Five Wishes?