At Investment Planners, Inc. (IPI), integrity is key to the way we do business. Our integrity and independence enable us to deliver financial products and services with your best interests in mind. We view our relationship with you as a partnership to build your long-term financial security. Working together, we can put your lifestyle and financial goals within reach.
We believe performance is more than your return on investment, it is making sure you are meeting your lifestyle goals along the way. That is why our financial planning process starts by getting to know you personally. We will identify your values, concerns, and goals to carefully construct a personalized financial plan that performs for you while minimizing risk and increasing financial security.
We believe performance is more than your return on investment, it is making sure you are meeting your lifestyle goals along the way. That is why our financial planning process starts by getting to know you personally. We will identify your values, concerns, and goals to carefully construct a personalized financial plan that performs for you while minimizing risk and increasing financial security.
Services
Investment Planner's leadership has a combined 50+ years of experience in the broker-dealer and RIA industries. Operating a traditional broker-dealer (Investment Planners, Inc.) and a Registered Investment Adviser (IPI Wealth Management, Inc.), our leadership understands what it takes to manage investments for individuals.
In addition to the IPI Technology Suite and Wealth Connect Management Portal (our comprehensive set of technologies), Investment Planners offers additional assistance, products and services to grow, streamline and support our advisors' daily business activities. For over 25 years, IPI has been dedicated to providing a "Gold Standard" in service to our advisor business partners.
When David laid out his vision more than 28 years ago, he planned to grow IPI using Integrity, Performance and Innovation. Thank you for taking the time to learn more about Investment Planners, Inc. (IPI) and IPI Wealth Management, Inc. IPI references more than just our name. It also represents the foundations of the way in which we conduct our business: with Integrity, Performance and Innovation.
It is Investment Planners, Inc.'s delight and privilege to provide support to our local communities and charitable organizations. Our advisors enjoy sharing their success, and they pride themselves in giving back and working to strengthen the community by giving of their time, talents, and resources.
When Dave Koshinski founded IPI Wealth Management, he wanted to provide select advisors what they did not get from a wirehouse or larger independent firms: flexibility, integrity, support, innovation, mentoring, autonomy, cooperation, and the sense that their goals and dreams mattered. Dave created a financial services platform known for quality -- quality relationships, quality products, and quality people working together.
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