- Tax PlanningI have found over my 30 + years in the financial community that most financial plans are very plain vanilla templates. Yes, all financial plans contain the six tenants of Tax Planning, Insurance Planning, Retirement Planning, Estate Planning, Cash Flow
- Estate Taxes
- Tax Services
- Investment ManagementOur firm specializes in providing investment management services to a diverse clientele, including pensions, endowments, fund of funds, financial advisors, and high-net-worth individuals. We take pride in tailoring our strategies to meet the unique needs and objectives of each client, ensuring a comprehensive and customized approach to wealth protection and growth.
- Mutual FundsPlease note that registration of the Advisor does not imply a certain level of skill or training. Mutual Fund Protection Service, DBA IPS Strategic Capital, is registered with the U.S. Securities & Exchange Commission as an investment advisor to an investment company registered under the Investment Company Act of 1940 utilizing their proprietary IPS Strategic Capital Absolute Return Strategy.
- Wealth ManagementI had been looking for an internship opportunity at a cutting edge wealth management firm with a solid ethical foundation; that is exactly what I found at IPS. I am excited to learn from some of the brightest in the industry and gain invaluable experience and knowledge that will be useful for the rest of my career.
- Accounting Services
- Payroll Services
- Financial PlanningThe Financial planning community is often entrenched in groupthink and a herd mentality approach, especially when it comes to addressing various financial decisions. Many planning choices may seem straightforward: Should you pay off your mortgage? What’s the best saving vehicle for your children’s college education? When should you start taking your social security benefits? However, true expertise lies not merely in knowing these cookie-cutter answers, but in understanding how to deploy assets strategically to address these financial questions effectively.
- Retirement PlanningWe understand that retirement planning is not a one-size-fits-all process and requires a customized solution tailored to each individual’s unique needs. Therefore, we take the time to get to know our clients and their financial objectives to deliver a personalized retirement plan that provides them with peace of mind. Our focus on transparency, open communication, and education ensures that our clients understand the reasoning behind our recommendations and feel empowered to make informed financial decisions.
- AnnuitiesMay 22, 2014 By: Yakob Peterseil Structured Products Magazine “It was too good to be true. I couldn’t sell them quick enough,” Dominick Paoloni of IPS Strategic Capital says as he remembers some of the first indexed annuities...