Question 1

What is the company's philosophy?

Accepted Answer

Investment Planners, Inc. (IPI) believes that integrity is key to the way they do business. Their integrity and independence enable them to deliver financial products and services with the client's best interests in mind.

Question 2

How does IPI view their relationship with clients?

Accepted Answer

IPI views their relationship with clients as a partnership to build long-term financial security. They work together with clients to put their lifestyle and financial goals within reach.

Question 3

How does IPI define performance?

Accepted Answer

IPI believes that performance is more than just return on investment. It is ensuring that clients are meeting their lifestyle goals along the way. Their financial planning process starts by getting to know each client personally to identify their values, concerns, and goals.

Question 4

What makes IPI different from other financial services providers?

Accepted Answer

IPI's integrity and independence allow them to deliver financial products and services with the client's best interests in mind, rather than their own. They are dedicated to building a partnership with clients to achieve their long-term financial security.

Question 5

How can prospective financial professionals join IPI?

Accepted Answer

Prospective financial professionals can learn about the opportunities to join IPI on the "Financial Professionals: Join IPI" section of the website. This includes information on IPI's difference, transition support, and technology.

Investment Planners Inc

Company Overview

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About Investment Planners Inc

Frequently Asked Questions about Investment Planners Inc

What is the company's philosophy?

How does IPI view their relationship with clients?

How does IPI define performance?

What makes IPI different from other financial services providers?

How can prospective financial professionals join IPI?

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