Our Focus is on Helping you Achieve Successful Outcomes
We start with identifying what your successful outcomes look like, then develop an action plan or a “to do list” to help you embark on a path toward achieving them.
During the implementation stage we will assist you in selecting appropriate investment and/or insurance solutions. Our comprehensive approach takes a “birds eye view” of the big picture including investments you may hold through your employer or other trusted advisors. The implementation stage typically includes mapping your progress toward your goals with periodic updates and reviews.
During the distribution phase we help you manage through the transition from accumulation of assets to distribution of assets in the form of monthly income, lump sum withdrawals or ultimate distributions to your beneficiaries. Income tax ramifications are carefully integrated into most distribution strategies.
If you wish to learn more call us for a free initial consultation.
IPI Wealth Management 121 N McArthur Street Macomb, IL 61455
Securities and Investment Advice Offered Through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., respectively, 226 W. Eldorado St., Decatur, IL 62522 (217) 425-6340. http://www.investment-planners.com/