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Our Firm

We are a relationship building firm which strives to offer beneficial and relevant services

to our clients, keeping them informed with the latest news in the financial sector.


Investment Planning Services aspires to serve our clients by developing comprehensive solutions for their wealth,

financial, retirement and insurance planning needs.


"Come experience our firm" we have the personal nature of being family run, with the capabilities of a large firm.


Important reminder about investing in any security: The investor is advised to carefully read the prospectus and consider the investment objectives, risks, charges and expenses of the investment company before investing. The prospectus contains this and other important information about the investment company. An investor may obtain a prospectus by contacting their advisor or the specific investment comapny. For the fund's most recent performance data, please contact the fund firm or your advisor. Information presented represents past performance. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Investment return and principal value of an investment will fluctuate; so that an investor's shares, when redeemed, may be worth more or less than their original cost; currents performance may be lower or higher than the performance data quoted. All funds are subject to market risk. No investment strategy or allocation can guarantee a profit or protect against a loss in a decllining market.


We Have the Tools and Background to Provide the Services That May Fit Your Needs

Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you understand your potential to generate income, maintain employment, grow earnings and build your net worth.