IPS is an independent financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, and conserve our clients’ wealth by striving to deliver an unprecedented level of personalized service. Our Commitment
The partners and associates of Integrated Planning Solutions, Inc. take pride in the value and quality of th
e services we offer. Our clients can benefit from our attention to detail and our integrated financial planning, investment and insurance strategies. Our Mission
We work with our clients to evaluate and implement investment tax and wealth management strategies. We offer independent and unbiased advice, with our clients’ goals as our only benchmark. Our Philosophy
Integrated Planning Solutions, Inc. was founded with the goal of establishing life-long financial relationships with our clients. We believe that long-term counseling relationships foster deeper understanding of client needs, objectives, time frames and tolerance for investment risk. We encourage you to explore our website and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (614) 825-6008. We look forward to hearing from you. Specialties: Tactical Investment management and advise
Osaic Wealth, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. I am licensed to sell Insurance Products in the following states: OH, CT, GA, FL
Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. is not affiliated with Facebook and is not responsible for Facebook privacy or security policies. does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only. Marketshare Financial (800) 421-8260
11611 N. Meridian St. Suite 300
Carmel, IN 46032-8913
