About Us
What sets Investment Planners apart – why we’re better!
Tailored, alternative investments without proprietary funds.
Many financial management firms have funds they’ve created that make them the most profit. This puts their firms interests ahead of yours. While they can’t force their agents to favor these proprietary products, they pay substantially more commission to the agent for doing so. You don’t have to be an accountant to predict which funds they’re going to push. To make matters worse, many large firms limit the type of investments their brokers can provide.
We have no proprietary funds. There’s no company mandate pushing a hidden corporate financial agenda. We have the freedom to do what’s best for you. We can tailor your investments so that they fit you like a custom suit. Serving your best interests keeps us on the path to building an enduring relationship with you!
Substantially lower fees.
Recent reports show that Investment Planners, Inc. charges significantly lower fees than other brokers. In many cases this can save you thousands of dollars, leading to faster growing investments.
Business strengthened by relationships.
Over 85% of our new business each year comes from referrals by our clients. Why? Working with Investment Planners makes you part of our family. We go to great lengths to know you better. This allows us to recommend strategies that dovetail perfectly with your wants, needs, and financial vision. When we invest on your behalf, we do so as if we’re utilizing our own money. If you’re “risk adverse”, then we are too. We will never suggest a strategy that isn’t in line with who you really are.
The strength, experience, and support of our parent company.
Investment Planners, Inc. only employs the very best people for each position in the company.
To begin with, there’s us – the brokers. Less than 100 brokers in the entire nation are selected to be part of the IPI family. Each must pass a rigorous screening process. Brokers that meet the criteria are then subjected to in-depth interviews that cover everything from best-practices to ethics. Only after ensuring that the prospect measures up to IPI standards are they given the “thumbs up”.
Behind the broker is a support staff that is second to none. Every member of the IPI family, from the people who answer the phones, through the attorneys who make sure that IPI business is handled in the most forthright, and ethical manner, all the way up to the CEO – everyone is the very best at what they do.
Last, (or should we say first) are the products we represent. Everything is thoroughly vetted, to make sure they meet the high standards Investment Planners sets for them. Only then are we comfortable enough to recommend them to you, our clients.