Investment Planning Counsel

At Investment Planning Counsel (IPC), we believe that everyone deserves to live the life they want, free from financial worries. As a leading financial advisory firm, we are dedicated to providing personalized wealth management solutions that cater to the unique needs of our clients.

Our Story

Our journey began with a simple yet profound realization: that financial planning should be about more than just numbers and returns. It should be about empowering individuals to achieve their goals, pursue their passions, and live life to the fullest. With this philosophy in mind, we set out to create a different kind of financial advisory firm - one that puts people at the heart of everything we do.

Our Services

We offer a comprehensive range of services designed to help our clients achieve financial freedom. From retirement income planning to wealth transfer and private wealth management, our team of experienced advisors will work closely with you to understand your unique needs and goals. We'll help you create a personalized plan that takes into account your values, priorities, and aspirations.

Our services include:

• Retirement Income Planning: We'll help you create a sustainable income stream that allows you to maintain your lifestyle in retirement.
• Wealth Transfer: We'll work with you to develop a strategy that ensures your wealth is transferred to your loved ones in a tax-efficient and effective manner.
• Private Wealth Management: Our team of experts will provide you with personalized investment advice and portfolio management services tailored to your specific needs.

Our Approach

At IPC, we believe that everyone deserves personalized advice that's tailored to their unique circumstances. That's why we offer flexible and convenient ways to receive advice, including one-on-one online meetings, in-person consultations, and group video calls. We'll work with you to determine the best approach for your needs, and adapt our services to fit your lifestyle.

Our approach is centered around three core principles:

• Human-centered advice: We believe that financial planning should be about people, not just numbers.
• Flexibility: We'll meet you on your terms, whether that's online, in-person, or over the phone.
• Personalized advice: We'll work with you to create a customized plan that addresses your unique needs and goals.

Our Mission

Our mission is to empower individuals to achieve financial freedom, and live the life they want. We're committed to providing personalized advice, exceptional service, and innovative solutions that help our clients achieve their goals.