We are Jim Phelan and Cindy Gardner, Investment Planning Group. We assist individuals in planning well for their future, focusing on creating a successful retirement for you. The most common retirement regret is a lack of a clear income plan and a lack of defined goals. At Investment Planning Group, our experience provides strategies and knowledge that help you achieve your retirement goals and create a written retirement plan.
One of the most frequently asked questions is, “Do I have enough resources for retirement?” Another frequently asked question is “I think I have enough. but I don’t want to make a mistake.” We have worked with many pre retirees and retirees with different resources over the many years. Everyone has unique resources and goals. At Investment Planning Group, we tailor our strategies to fit your needs. We, together with you, identify your options and create a concrete retirement plan that manages the risks.
We are here to help you reach your retirement goals and ensure that everything is well-planned. Please let us know how we can assist you and what works best for you. Email, phone call, video chat or in-person appointment.
