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Investment Planning and Management, LLC

Investment Planning and Management, LLC



In order to provide quality service, we start with an objective to enter into a long-term relationship with every client. In order for a client to desire to maintain a long-term relationship, he or she must believe that Investment Planning & Management, LLC, and its employees genuinely care not only about providing financial solutions, but also about them individually as people.

To illustrate to our clients that we truly care, we take an approach most financial services firms are not willing to take the time to do. We educate our clients. We believe that if we educate our clients, they will understand the reasons behind our evaluations. This helps to eliminate the skepticism that comes with suggestions of implementing something that may be a different strategy than the client has become accustomed to in their past experiences.

Secondly, a thorough analysis of each client's present financial position, as well as past financial experiences and philosophy, are discussed and documented. This enables us to promote sound financial alternatives based on the client's proven concerns which makes a measurable difference in maintaining a long standing relationship.

In conjunction, it is essential that we always provide a quality service to those who place their trust in us. Quality service is maintained only when there is objectivity and ongoing comprehensive evaluation coupled with open communications. We strive to maintain a balance between these elements and still provide our services at a reasonable cost. At the same time, we will never lessen the quality of our services to simply make them more affordable. At this stance, we do risk losing potential clients now and then, but will never provide less than the best dollar value possible to each individual who becomes and remains a client of the firm .