At Investment Planners, Inc. , we value education and understanding. We strive to ensure that our clients are fully informed about the nature of our firm, our philosophy and the importance of a solid investment strategy. Please feel free to contact us directly with any questions you may have.
Why should I choose Investment Planners, Inc. over other investment firms?
At Investment Planners, Inc. we take a personalized approach to serving your financial planning needs. Our firm believes that financial planning is an ongoing process that helps you live life in the way that you choose.
As a valued client, we provide you with proven strategies to reach your financial and life goals. These strategies include a full range of financial services, including wealth management, retirement planning, estate planning and business planning.
Are clients on a fee-based platform or commission-based?
We offer clients a choice between fee-based and commission-based accounts. We do have minimums for our fee-based accounts, and the amount of the fee is reduced as the asset size increases.
Who will be managing my accounts?
Each client is designated a team inside of our firm to ensure that your needs are met. In addition to your primary advisor, you will also be assigned a secondary advisor as well as an account assistant. Your primary advisor oversees your account and helps you create a plan best suited for you. The secondary advisor will help with account reviews and client communication. The account assistant will perform any functions that do not require a licensed advisor (change of address, update account information, etc.).
Will you work with my other advisors?
We certainly encourage communication among your other advisors and our team. It is important to surround yourself with the right professionals (financial advisor, tax advisor, attorney, etc.) whom are all working to help you reach your financial goals.
What products and services do you provide?
Since we are an independent firm, we represent hundreds of financial service companies. This allows us to provide you with the highest quality products including mutual funds, stocks, bonds, annuities, alternative investments, structured products, life insurance and long-term care insurance. Today, and in the future, our diversity of financial products and services will allow us to provide a customized solution to help you reach your goals.
What is your investment strategy?
Our strategy is to design and implement a plan to help you best accumulate, preserve, distribute and transfer wealth. Our ultimate goal is to help you achieve significance and peace of mind.