Our Process

Overview

All Advisors are not created equal!

You’re probably not a stranger to the ‘all advisors are alike’ school of thinking. We believe we bring something different to the table.

• We follow a disciplined and proven approach to establishing a professional relationship with you, our clients.

• We follow a prescribed, ongoing communication template in which we’ll establish and confirm your expectations and then proceed to deliver against.

 

 

The Personal Wealth Management Strategy

We deliver a comprehensive approach to financial life.

How?
It starts with a Dream Journal.

There’s an old saying that ‘if you don’t know where you’re going, any road will do’. That’s why we begin where it’s always best to start: with a strategy! Let’s articulate what your destination looks like.

How do you feel when you get to that goal?

Now let’s head back to where you are today and put a comprehensive picture of that together. Once those two pictures are in place, it’s our job to chart a course from today to your dream future. This plan will be effective, easy to stick to and focused specifically on your goals.

Our roadmap to your financial goals will include:


 Cash Flow and Insurance Planning

 Portfolio Management

 Tax and Estate Planning

Once that’s done, we believe it is important that plans are reviewed and successes measured at regular intervals to keep you on course to achieving your financial dreams. With this structured, step-by-step process, our team will be able to effectively integrate all facets of your financial life, uncover new opportunities or make changes to your established plan.

 

 

 

 

 

 

 

 

 

 

wealth planning

Once we have a plan in place, we believe it is important to stay on course. Regularly measuring and celebrating your successes will not only keep you on course but also keep you motivated.

Our structured, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, uncover new opportunities, or make changes to your established plan as necessary.

 

Our Commitment is Our Word

At IPC, we pride ourselves on our integrity. We hold ourselves to the highest of standards when it comes to ethical business practices.

Integrity

  • We act with the highest integrity in your best interests, placing them above our own.
  • We disclose to all sources of compensation and any potential conflicts of interest, should they arise, for our recommendations and services.
  • We make every effort to provide objective, impartial, and complete information to you about your financial needs and commit to offering realistic advice with the options available to you. We will detail the negative risks as well as the positive aspects of any recommendation.
  • We continually seek to maintain and improve our knowledge, skills, and competence, providing advice only on matters within our areas of expertise.
  • And finally, we believe we are in a powerful position to make unbiased recommendations since we are under no obligation to sell proprietary products.

People and Relationships

  • We work hard to bring you value consistently!
  • From our deep knowledge of you, our clients, we provide input to IPC, which in turn helps them develop innovative products and services to respond to your evolving needs and desires. Everyone that works with us from the top down is consistently challenged to bring their A-game, developing themselves personally and professionally, all with the goal to serve you better by creating an environment of fairness, dignity and mutual respect within which you will thrive.

Success

  • We develop strategic alliances with like-minded companies to enhance our core competencies, serve you, our clients, more effectively and as a result, we build our business.
  • We follow a performance-based approach to measuring and monitoring our achievements. Staying on top of things consistently means that we can adjust and course correct where necessary for optimal success.
  • We believe in the value of using advanced technology to support us in our efforts to innovate, improve efficiency, and deliver value consistently.