IPI

Since 1990, we have been associated with Investment Planners, Inc. of Decatur, Illinois as our broker/dealer. This long-standing relationship has enabled us to provide a steady, consistent approach to meet the needs of our clients. The high-caliber team at Investment Planners, Inc. shares our values in serving our client's needs... At IPI, we offer sophisticated solutions to meet the needs of our clients. We advise many clients on estate issues, building funds for education, and providing for retirement through the use of investment vehicles, such as managed money, mutual funds, alternative investments, stocks, and bonds. We use these tools to address issues specific to the individual client, including long-term planning, sensitivity to taxes and investment volatility... Franklin-Lavery & Associates, Inc. was founded in January of 1989 by Kirk Franklin and Mike Lavery. After spending the majority of their careers in banking, Kirk and Mike decided to use their collective financial..

Primary location: Quincy United States