Comprehensive Financial Planning

As Certified Financial Planner™ professionals, we take a holistic approach when creating your financial plan in order to assist you as best we can. Our comprehensive approach entails reviewing every aspect of your financial life and working with you every step of the way to reach your financial goals. We work with your CPA, attorney, insurance agent and other professionals as needed to ensure that everything is in order. We are here to help you navigate through all of the important financial decision you will make in your life in order to help you reach your goals. IPA’s financial planning services include:

  • Investment Management
  • Risk Management
  • Retirement Planning
  • Education Planning
  • Cash Flow Analysis
  • Tax Planning (We are not CPA’s, but can manage investments in a tax efficient manner and work with your CPA for tax planning solutions)


Investment Management

Our investment approach is designed to help clients manage their core (non-speculative) assets in a manner consistent with their long term investment objectives and tolerance for risk. IPA’s investment principles are based on a thorough understanding of successful investment practices over many years and include broad diversification, using high quality no-load mutual funds as the primary investment vehicle, minimizing risk, minimizing taxes, no market timing and patience. IPA provides quarterly performance reports and an annual meeting to help clients monitor their investment performance.


Additional Services Include

  • 401k/403b Management
  • Insurance Analysis (We are not insurance professionals and IPA does not sell or recommend any insurance products, but we are able to review the need for insurance and refer insurance professionals)