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
- Message from Christine & Royal
- Retirement Rocks: Medicare Cost Changes
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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.
Ouch! That is probably the most apt way to describe investor sentiment about the stock market, over the past couple of weeks.
Click on the article to the left, to read more and look at the week ahead.
Breaking Boards and Breaking Barriers, at the IPI Summer Conference June 15th - 17th, 2016, St. Louis