We learn about your business and take a personal approach to guide you through the entire process.
From portfolio analysis to efficient scenario computations and models from industry managers, check out more of our Technology or Investment Solutions.
Custodians include RBC Clearing & Custody, Schwab Institutional, and TradePMR.
Yes. Our business philosophy revolves around your independence and helping you perform at the highest level. We offer a wide range of service offerings that you can either choose to use or not.
We’re here to be your partner. We work with you to find a solution that works for you and keeps you in good standing. Learn more about our Compliance Support here.
Yes, with the support of our compliance department, we’re proactive in communicating changes to regulations that may affect you. Learn more about our Compliance Support here.
Our pricing structure allows you to have access to accounting, operations, compliance and marketing support. When it comes to technology, you have the flexibility to choose which solutions fit your business best.
Yes, and we love to partner with advisors from a strategic standpoint. We can even train your personnel in person or offer virtual training. Learn more about our Operations Support here.
Yes, yes, yes. Your independence is championed at IPI. You’ll benefit from our shared expertise, yet have freedom to run your practice as you choose, within compliant standards of course.
You can expect a high-touch service where you’ll know our team on a first-name basis. We want to see you succeed. So please reach out and let’s talk about how we can take your business to the next level.
If you’re looking to find new clients or a strategy to grow you business, reach out and let’s find a solution for your business.
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We want to see you succeed. Let’s talk about how our services can move your business forward.
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.
