Thank you for taking the time to visit our site. IPC is a firm that works with individuals and businesses to improve their financial lives. We exist to create value for you, and to make a positive impact on the way you plan for the future. We enhance your ability to build and enjoy your wealth, while simultaneously aiming that you are well protected from any events that could derail you from achieving your goals and dreams. Our mission is to support you in making powerful financial decisions so you can live a more fulfilled life with increased economic confidence and security.
Our vision is to bring greater financial confidence and prosperity to those we come in contact with. The reason we do what we do is to help eliminate the devastating effects of financial unpreparedness and poor protection that exists in many people's lives.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.
As you search our website, send us a note regarding any questions you may have about any particular insurance or investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
How Helping Charities Helps You
Donation is on people’s minds around tax season.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.