Investment Planning Group, Inc. is a financial services firm located in Westlake, OH, offering a comprehensive range of products and services to meet the financial needs of individuals and families. Their team of experienced associates believes in prioritizing tax planning, retirement planning, and estate conservation to help clients achieve their financial goals.
With a focus on providing custom solutions, Investment Planning Group, Inc. assists clients in areas such as home affordability estimation, life insurance planning, tax-deferred savings, and retirement plan distribution. As an independent firm, they are able to offer securities and advisory services through their affiliation with Independent Financial Group, LLC, a registered investment adviser. Committed to providing reliable and accurate information, Investment Planning Group, Inc. strives to ensure the suitability of their services for each individual investor.
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