Investment Planners, Inc. is a full service investment firm. In September 2015, CJ Schlosser, LLC and Investment Planners, Inc. entered into a partnership to offer our community tax and accounting services, investments and retirement planning as well as estate planning and insurance. By offering an array of services with this partnership, we feel confident that we will be able to provide the highest level of service to our clients. CJ Schlosser has considerable experience with tax planning and preparation and will therefore be a huge asset in providing a complete assessment on your investments. Offering an extensive range of investment options to achieve your financial needs is our priority. We understand that your money and investments are important whether you are just starting out creating a nest egg or have an established one. Being there every step of the way is of upmost importance. We’ll be here when you need us!
Our home office is based in Decatur, Illinois. At Investment Planners, Inc. integrity is key to the way we do business. Our integrity and independence enable us to deliver financial products and services with your best interests in mind. We view our relationship with you as a partnership to build your long-term financial security.
Please feel free to contact us for a free no-obligation consultation to see how we can help you meet your financial needs and goals.
233 E Center Dr Alton IL 62002
Neither Investment Planner, Inc. nor IPI Wealth Management, Inc. provide tax or legal services, please contact your tax or legal professional for these services.
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