IPI Wealth Management

Welcome to IPI Wealth Management, where we prioritize integrity, independence, and the Fiduciary Standard in everything we do. Our mission is to deliver exceptional financial planning and wealth management services that put your best interests first. We understand that performance is more than just your return on investment; it's about meeting your lifestyle goals and ensuring that you're on track to achieving them.

To achieve this, we take a comprehensive approach to financial planning, starting with getting to know you personally. We strive to understand your unique circumstances, needs, and aspirations in order to develop a customized plan that is tailored to your specific situation.

Our Firm

At IPI Wealth Management, we believe that trust and transparency are the foundation of any successful financial partnership. That's why we're committed to delivering unbiased advice and personalized service based on the Fiduciary Standard. This means that we have a legal and ethical obligation to put your interests first and to act in your best interests at all times.

We are an independent financial planning firm, which means that we are not tied to any specific products or providers. This gives us the freedom to choose the solutions that are truly best for you, without any conflicts of interest. We are proud to be a part of the Decatur, IL community, and we are dedicated to helping our clients build a secure financial future.

Our Team

At IPI Wealth Management, our team is our greatest asset. We are a diverse group of experienced financial professionals who are passionate about helping our clients achieve their financial goals. Our team includes investment advisors, financial planners, and support staff, all of whom are committed to delivering the highest level of service and expertise.

Each of our team members has a unique set of skills and experience, which enables us to provide a comprehensive range of services. We believe that our team approach is the key to delivering exceptional financial planning and wealth management services that are tailored to your specific needs.

Our Qualifications

At IPI Wealth Management, we are committed to continuing education and staying up-to-date on the latest industry developments. Our team includes investment advisors and financial planners who hold a variety of professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP) certification. This rigorous certification process requires extensive training and experience, and it is widely recognized as the gold standard in financial planning.

Our Services

At IPI Wealth Management, we offer a wide range of financial planning and wealth management services, including:

• Investment Management: We offer a variety of investment strategies, including a tiered investment strategy that can help balance income and growth objectives. Our investment management services are designed to help you achieve your long-term financial goals while managing risk.
• Retirement Planning: We can help you develop a customized retirement plan that takes into account your unique circumstances, needs, and aspirations. Our retirement planning services include Social Security planning, tax planning, and estate planning.
• College Planning: We can help you navigate the complex world of college planning and savings, including the new FAFSA rules that allow grandparents to help with college expenses without affecting financial aid eligibility.
• Risk Management: We can help you identify and manage potential risks to your financial well-being, including disability income insurance, life insurance, and long-term care insurance.
• Estate Planning: We can help you develop a comprehensive estate plan that includes a will, trusts, and other legal documents to ensure that your assets are distributed according to your wishes.