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
3rd Quarter 2017
- Message from Christine & Royal
- Financial Corner: Taxation of Investments
- Retirement Rocks: Medicare Oct. 15
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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
Medicare Open Enrollment, 10/15/17
Click the icon or photo to download 09/30/17 - 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.
The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them.
Equifax Hack Affects 143 Million Consumers. How Should You Respond?
On 9/7/17, Equifax, one of three major credit reporting companies, reported that its systems had been hacked and personal information concerning 143 million people had been obtained by the hackers.
Click on the icons to the left, to read the full article, and learn about some of your options to protect yourself.
Breaking Boards and Breaking Barriers, at the IPI Summer Conference June 15th - 17th, 2016, St. Louis