Financial Planning

IPM offers comprehensive financial planning services for our clients. Financial planning is the long-term process of aligning your goals, interests and values with your financial assets to achieve what you’ve always wanted to do. It is not just about “getting rich” or offering the latest stock tip. It is about financial independence, regardless of how much money you have.

The financial planning process involves several components. Depending on your needs, this may include all or part of these following disciplines:

  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Risk Management

Financial planning involves coordination among other professionals. IPM has an extensive network of attorneys, accountants, insurance agents, etc. that may be introduced upon request. We are more than happy to work with existing advisors.