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Investment Planning Group, Inc

Our Services

  • Estate Planning

  • Qualified Pension, Profit Sharing and 401K Plans

  • Investment Allocation and Portfolio Design

  • Life Insurance Analysis - Ohio license number 1565460

  • Charitable Giving

  • IRA Distribution Planning

  • Long Term Care Insurance

  • Retirement Income Planning

  • Family Business Succession

  • Family Wealth Distribution Planning

  • Strategic Alliances with CPA and Law Firms


Consultation with the appropriate professional should be done before any financial commitments regarding the issues related to the situations above are made.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck