Why Work With Us

Most of our new clients are referred to us by existing clients, but why?

People tell us it’s because we are real, relatable, and provide candid advice. They can tell we genuinely care.

At Investment Planning Group, we cherish every appreciative comment we receive. We take our mission to better the lives of our clients seriously by providing effective investment management and planning. We strive to provide a high level of service to our clients that is unmatched in the industry.

As independent advisors we don’t have to focus on maximizing revenues or meeting the needs of shareholders. Our focus is solely on our clients and how to best run our business to meet their needs; our three-person team shares a genuine desire to help people. We pride ourselves on our intimate structure, because bigger in financial services rarely translates to better.

We build life-long relationships with our clients that often extend beyond the individual, to the whole family. We primarily serve people who are approaching retirement or already retired, but can employ strategies to assist multiple generations.

We provide Structure and Planning


Structure and Planning lead to Discipline


Discipline leads to Results

Do you have a written plan that considers the Three Big Risks™?

Start structuring your plan with us now!

Want to learn more about us?