We are dedicated to providing investment management and strategic wealth planning that is right for you.

Our philosophy is to provide our clients with the knowledge, assistance and superior service to work toward their financial and life goals through an individualized and comprehensive financial planning process. The entire staff of Investment Management & Planning, LLC is firmly committed to this philosophy.

Learn More

A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Read More
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial well-being to help create a life after work that is as well-planned as your life while working.
Read More
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you can pursue your financial goals.
Read More

Our Team

We help build, manage, preserve and transition wealth for our clients.

Recent Blogs