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.
Keep Your Credit Score on the Upswing
Your FICO score matters more than you may realize.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you find it hard to attain personal life goals, there’s an app for that!
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here’s a crash course on saving for college.