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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Be My Beneficiary
Financial planning for couples.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Be My Beneficiary
Financial planning for couples.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Organizing Your Finances
Spark joy and become more confident by giving your finances the home organization treatment.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Bulletproofing Your Business
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?