We’re here to help your business thrive and become even more competitive in the market. As you leverage our services, you’ll experience the freedom from daily hassles and be able to focus on what matters most, your clients.
Our team is equipped to help with almost every aspect of your business. From marketing materials to compliance needs to training for your teams, we’re truly an extension of your business.
For us, it’s never just about the numbers. People come first. We hold ourselves to a high standard, honor God in all we do and respect every financial professional’s goals on a personal and professional level.
Don’t know where to start? We can get you registered and get your business off the ground.
Looking for a strategic partner to guide you through a business evolution? We have decades of experience.
Ready to hire more people or find new clients? We offer a range of operations and marketing services to help.
First, we want to get to know you as a person. It’s not about your book of business for us. We’re a high-touch organization founded on strong values, and we want to be sure we’re the right fit for what you’re looking for.
We don’t have a one-size-fits-all approach. We’re concerned with people, so we’ll do everything we can to learn about your unique needs and your business to determine what will benefit you most.
When you’re ready to leverage a network that’s solely focused on serving you, your experience will be personalized to your business needs. We will help you through each step and make the transition as simple as possible.
Let’s talk about where you’re at and
where you want to go.
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.