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Independent Planning Group, Inc.

A Registered Investment Advisor

A thorough financial plan is the cornerstone of your financial future. Investments, risk protection, retirement funding, business and tax planning all evolve from a detailed plan.

After learning about your financial dreams, identifying your financial goals and objectives, and gathering both objective and subjective financial data, our financial planners prepare a comprehensive plan. It may also have more focused modules as needed, but it is designed to enhance what you have achieved today in order to build for the future.

Your financial plan is a dynamic document requiring periodic reviews and updates. Our monthly, quarterly or annual reviews include financial position, cash flow and tax statements, a review of your investments, rate of return reports and other information that you need.

If you own a business, Independent Planning Group offers a wide variety of business planning services, including business valuations, succession planning, mergers and acquisitions.

All Independent Planning Group services are fee-based.


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