Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Insurance reviews and analysis
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Do I have the right kind of life insurance?
Am I adequately protected against lawsuit and liability concerns?
Am I saving enough money each month to meet my future goals?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
What is the most efficient way to paydown debt?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

David Greenberg

President

(973) 994-7155

(973) 994-9264

david_greenberg@ipcnj.net

David Greenberg is the President of Integrated Planning Concepts, established over 15 years ago, and located in Livingston, NJ. David finds his passion in supporting his clients in making the most powerful financial decisions possible,...

Gary Haebler

Vice President of Client Services

(973) 994-7155

(973) 994-9264

Gary Haebler is the head of Client Services at IPC. He has been with the organization for over 15 years and amassed a wealth of knowledge in all areas of the finance and insurance industry. Through his role as the "man behind the...

Steven Ferrara

General Agency Support

(973) 994-7155

(973) 994-9264

Steven Ferrara is the CEO of Northeast Planning Corporation, an affiliate of IPC. Steve entered the insurance business with The Guardian Life Insurance Company of America, New York, N.Y. in 1974 as a Financial Representative and...

Steven Hertzberg

Agency Control Officer

(973) 994-7155

(973) 994-9264

Steven joined IPC as a proven professional with a combination of compliance and regulatory knowledge in the financial services industry. The valuable skills he learned over his 15 year career have translated well at IPC. Steven works...

Tom Bauman

Investment Specialist

(973) 994-7155

Tom Bauman is part of the Executive Management Team at Northeast Planning Corporation, an affiliate of IPC.Northeast Planning Corporation works in tandem with IPC. Through NEPC, our clients gain access to hundreds of product...