Set Goals•Create a plan•Execute

We create strategies to fit your financial future

At IPI, we have created partnerships with some of the top names in the field, to help manage your money.

At our firm, we know that one size does not fit all. So, we get to know you, your needs and goals, and we create a personalized portfolio, using the strategies and products that fit your life now, and the future you want to live.

How We Work

Stages in your investing life

You will go through many transitions and stages in life, and those stages often call for different investment strategies.

Career Changes

What should I do with my 401(k), 457, or 403(b) when I change jobs?

College Planning

How can I help my children pay for college?

Aging Parents

How can I help my parents with their needs, while still keeping an eye on mine?

Retirement

How do I turn my employer-sponsored retirement plan into an income stream I can live on?

For over 20 years, I have put my heart into my work, building strong and lasting relationships with my clients. Together, we walk through sometimes difficult transitions in life, to find a meaningful and purposeful life in retirement.

Christine Rondeau, CFP®, Owner IPI

401(k) Rollovers

Transforming your hard work and savings into long-term financial security, at the time of a job change or at retirement.



Fee-based Advisory Solutions

I interview and partner with some of the leading portfolio managers, to find you the best allocation and diversification, using a variety of investments. We can use individual stocks, bonds, ETFs, mutual funds and various other alternative solutions, but only those solutions that are in your best interest.

Direct Investment

At times, investing smaller amounts directly at a fund company, is the right fit, for those just getting started. We will review your situation and find the right fit.

Insurance and Annuities

In lieu of the old company pension, which has gone by the wayside, these products may have a place in your portfolio, to create a more steady income stream, but again, only if it is in your best interest and fits in your individual plan.

Christine RondeauChristine A. Rondeau, CFP®

Call to start planning with us today

We are ready to work with you to develop the right strategy no matter what stage of life you are in.


Let's Make A Plan For You