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 2017
- Message from Christine & Royal
- Financial Corner: Digital Deception
- Retirement Rocks: Trusted Contact form
Click here to download your newsletter
It's an appreciation for the abundance and goodness in your life.
At Investment Planners Inc., 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
Seven ways to raise money-savvy kids.
Click the icon or photo to download 04/30/17 - Data
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.
If you want your children to be in good financial shape throughout their lives, you need to provide them with a solid education in managing money.
A Woman's Guide to Health Care in Retirement & Updates on the AHCA
At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before.
Click on the icons to the left, to read this article as well as a second article we have added, to update you on the American Health Care Act that the House recently passed.
Breaking Boards and Breaking Barriers, at the IPI Summer Conference June 15th - 17th, 2016, St. Louis