We take the time to learn about you and your business so that we can effectively serve you. Whether you’re just starting as an independent advisor, or looking to grow, our team is equipped to support your business needs.
We work with independent financial professionals across the country. Whether you know what your next steps are or not, we’ll help you identify which services benefit your business most and help get you set up.
For over 35 years, we’ve supported independent financial professionals in taking their business to the next level. We can help you refine your marketing, elevate the level of market research you have access to, and even train your team to utilize more efficient technology solutions.
Remain competitive now and into the future. Our services are designed to help you serve your clients for years to come. From optimizing client reports to developing succession plans, we’ve partnered with financial professionals who aim for lasting success and client satisfaction.
Effective Solutions For Your Business
We believe that what you build should reflect what you believe and should truly serve the lives of the people you work with. At IPI Wealth Management, there isn’t a hidden agenda. We want to build a better future.
With you.
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There’s so much we could do to help, but why just read about it? We look forward to learning more about your business and sharing what services would be relevant to your needs.
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.
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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor’s overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
