Collaborating with attorneys for estate planning needs
Family meetings for legacy planning and/or special needs planning
Strong client relationships keep us in step with changing needs
Partnering with IPI affiliates to expand our services
Estate planning reviews, including proper beneficiary listings
Insurance and long-term care evaluations
Capital gain and loss reconciliation reports for your tax preparers
what to expect from your financial adviser.
One-on-one meetings with your expert advisors
Financial and retirement planning that builds wealth and reflects your values
A respectful, thoughtful team that sheds light on complex issues
Client appreciation events, Educational seminars, newsletters and timely information updates
Portfolio management for you and your family
"We build open, caring relationships with you, so that we completely understand how we can help you reach your future goals. "
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.
Investment Planners, Inc. and IPI Wealth Management, Inc. are not affiliated with the Dave Ramsey Endorsed Local Provider Program and do not provide tax advice. Please consult your tax attorney or accountant.