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Leaders in
Investment Planners, Inc.
Investment Planners, Inc. is an Independent Broker-Dealer with over 100 Representatives. We are registered in 48 states with offices in 17.
IPI Asset Management, Inc. is our professional wealth management
corporation and is a Registered Investment Advisor. We are one of the fastest growing wealth management firms in the United States.
Investment Planners, Inc.
David P. Koshinski
is the Owner and President of Investment Planners, Inc. and IPI Asset Management, Inc. Dave has over 20 years of experience in the Financial Services Industry. He began working for Investment
Planners in 1987 as the
Executive Vice President. He is also the founder of IPI
Asset Management. Prior to working for IPI, Dave was a practicing CPA.
Our Philosophy
Honor God in all that we do
Create an atmosphere where decisions are always based on the best interest of the client
Promote a culture of excellence
Provide a high level of support for the advisor
Build successful partnerships
Encourage the sharing of ideas and talents for the good of all
Why Investment Planners, Inc.
Total Financial Solutions
IPI
represent hundreds of financial services companies. We provide you with the highest quality products including mutual funds, stocks, bonds, separate account managers, alternative investments, life insurance, annuities, disability income and long-term care insurance.Our diversity of financial products and strategies will allow you to provide the customized solutions that your clients need in order to reach their goals
.
Support
We are dedicated to providing comprehensive support and service to our Advisors with a service orientated team of knowledgeable
professionals.
Experience
At IPI we have over 20 years of experience in helping
Representatives grow their practices with our knowledge of
investments and strategies for high net worth clients and our ability to help you build strong client relationships that last.
Why Investment Planners, Inc.
IPI is a nationally recognized independent Broker-Dealer of
choice for financial advisors and wealth managers. Our
managers receive personalized support that allows them to
grow their practice while maintaining the highest level of
integrity and commitment to their client’s best interests. Known
for its innovation, IPI is a leading provider of strategic lifestyle
and wealth management solutions designed to leverage client
wealth toward the ultimate goal of achieving significance and
peace of mind.
Investment Planners, Inc.
Standardized Approach: Improved Efficiencies
Cutting Edge Technology to help advisors better serve their clients
• Niche Market: Targeted Advisors
• Strategic Lifestyle &Wealth Management
Unique Sales Method: Service Excellence
Unsurpassed Client Service delivered in a Family Atmosphere Wallet Share: Increase Revenue
In-house Expertise to help advisors serve their clients
National Brand: Enhanced Capabilities
Strategic Partnerships that provide the Right Strategies to Investors
Investment Planners, Inc.
IPI is the broker-dealer of choice for advisors choosing to differentiate their practice by offering clients comprehensive wealth management and lifestyle strategies. The firm’s Strategic Lifestyle & Wealth Management practice gives advisors a unique service encompassing wealth accumulation, preservation,
distribution and transfer strategies that leverages client wealth toward the ultimate goal of achieving significance and peace of mind. IPI will grow by recruiting
advisors who integrate the Strategic Lifestyle & Wealth Management model in
their practice, and who share IPI’s commitment to excellence, integrity and values.
Investment Planners, Inc.
Vision Statement
Niche Market: Targeted Advisors
IPI places a high value on the relationships we have with our advisors.
Consequently we are committed to serving them in a personal, respectful manner as evidenced by an unsurpassed client service experience that exceeds their
needs and expectations. Every time. We fulfill this commitment by embracing recognized best practices in client services and integrating those practices throughout our operations. As a result, advisors consistently experience the genuine respect, admiration and care we have for them each time they interact with the firm.
Investment Planners, Inc.
Unique Sales Method: Service Excellence
Unsurpassed Client Service delivered in a Family
Atmosphere
IPI understands that most financial advisors are personally and financially rewarded when they are able to spend time doing what they enjoy the
most: meeting with clients and helping them reach their financial and life goals. Accordingly, IPI has assembled a team of in-house experts so that advisors can spend less time worrying about compliance, tax advice, legal advice, practice management, and investment research and more time effectively solving the problems of their clients.
Investment Planners, Inc.
Wallet Share: increase Resources
In-house Expertise to help advisors serve their
clients
IPI utilizes current and proven technologies that streamline the operations, communication and reporting requirements of its advisors. As a result,
advisors are provided with a seamless and integrated technology solution that reduces costs and improves client service and communication. IPI is constantly updating this area of its operations and offers installation and operating assistance to its advisors.
Investment Planners, Inc.
Vision Statement
Standardized Approach: Improved Efficiencies
Cutting Edge Technology to help advisors better
service their clients
Investment Planners, Inc.
Vision Statement
IPI has developed strategic partnerships with professionals whose unique
expertise enables advisors to differentiate their practice by offering specialized services for their clients. The strategic partners share IPI’s values, client-centric focus, and commitment to excellence.
National Brand: Enhanced Capabilities
Strategic Partnerships that provide the Right
Strategies for Investors
Customer Service
Technology
Business Development
Recruiting and Retention
Investment Planners, Inc.
IPI must “own” the reputation for having set and consistently performed the highest customer service standards in the industry. By doing so, the firm will attract and retain advisors who benefit from and are committed to integrating these standards in their own practice. IPI will regularly
implement, review and revise its processes so as to continually improve its ability to exceed the expectations of its family of advisors. Every time.
Investment Planners, Inc.
Customer Service Model:
By embracing the Ritz-Carlton Model, IPI will continue to raise the bar by:
• creating sustainable service upgrades • out-performing the competition
• increasing employee and customer loyalty
Investment Planners, Inc.
IPI Promise to our Advisors:
We will:
Work to provide the highest level of service possible. Address and find solutions for your ever-evolving needs.
Approach every situation as high priority and with utmost respect. Anticipate unexpressed needs and concerns.
Devise and offer cutting-edge education and training sessions.
Investment Planners, Inc.
IPI
Business
Development
Solutions
Our Value Add Proposition
I.
Business Development
II.
Service Model
III.
Support Model
IV.
Product Innovation and Knowledge
V.
Comprehensive Wealth Management
VI.
Transition Assistance
Business Development
• On Site Support • Best Practices • Practice Management • Growth Planning • Transition Planning • Product Training• Regular Web-casts & Meetings • Training for your Staff
Service
At IPI The Advisor is our Primary Client
• We Provide Fast and Accurate Processing of Your Business
• We are Dedicated to Quickly Resolving Any Issues that May Arise • We Offer Hands on Training for:
• Products & Strategies
• Practice Management
• Marketing Concepts
Support
IPI is Proud to Assist Your Business by Providing Innovative Services, High Quality Training , Educated Advice, and the Best Products in the Industry.
•We Offer Extensive Field Support • Joint Onsite Work
• Conference Calls
• Web Based Solutions
•Professional Alliances
• Premiere Product Providers
Product Innovation and Knowledge
• Due Diligence
• Expertise on a Wide Range of Products
• Comprehensive Wealth Management Solutions
• Retirement Planning
• Estate Planning
• Business Planning and Transfer Strategies
• Premiere Alliances
• Schwab Institutional
• Russell
•
Transition Assistance and Support
Jacque McDonald
– Contracting and Registration • FINRA and State Registrations • Contracting and E&O
Mary Yeager
– Securities Department
• Setup and Training with RBC Correspondent Services and Schwab [email protected]
Lisa Zilz
– Licensing
• Appointments for all Insurance/ Annuity Companies
Donna Thompson
– Commission Processing Supervisor • Training and setup for IPI’s
Foxtrot Commission System [email protected]
Julie Cox
– Securities Department. • Processing ACAT’s and
Change of Dealer Requests [email protected]
Cathy Schaefer
– Office Administrator
Karen Reynolds
– Securities Department Manager [email protected]
Mark Hovis (217)520-5616
– Director of Business Development • Structuring the Plan • Monitoring
Talana Stoutenborough
– Insurance Department Manager [email protected]
Julie Hovis (217)972-7778
– Director of Marketing and Communications • Developing Marketing Items • Creating Client Communications [email protected]
Tim Highland
– Executive Vice President • Overseeing the Transition • Managing Mark and Julie [email protected]
