Our Services

At Investment Planning Solutions, we provide assistance in the following areas:

Investments
  • Bonds
  • Exchange Traded Funds
  • Educational IRA
  • Managed Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Variable Annuities

Invesment Planning
  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans

 

Insurance
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Major Medical Insurance
  • Insurance products sold through Insurance Planning Solutions

 

    

Business Planning
  • Key Man Insurance
  • Buy/Sell Insurance
  • Employer Sponsored Retirement Plans
  • Employee Retirement Education