Investment Planning & Mgmt., LLC

At Investment Planning & Management, our mission is to provide each client with objective and comprehensive financial planning services. We strive to fulfill this mission by evaluating each client's entire financial situation, and recommending appropriate solutions to meet their needs. Our goal is to create long-term relationships by employing widely accepted financial principles with the highest degree of ethics, professionalism, and prudence.

 
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

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