Investment Planning Counsel

At Investment Planning Counsel, we believe that all wealth management starts with a dream. Our role is to help you develop a financial plan that will allow you to live your dream. Whether your dreams are short-term or long-term, grand or modest, no matter what stage of life you are at, we want to help you live your dream. Dreams are very personal. Your dream may be to finance your childrens education, to purchase a summer home or to enjoy a retirement free from financial worry. Whatever your dream, we are here to help.