- Jim Phelan
Strategies tailored for every generation.
Investment Planning Group, Inc. can help take the mystery out of preparing for today and tomorrow. Whether you invest to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. Investment Planning Group, Inc. can help you address your needs today and for years to come. We look forward to working with you.
Wherever you go, we'll go there with you.
Estate plans for you and your loved ones.
A sound financial roadmap is just the start.
Financial advice for every situation.