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The Importance of Estate Planning What, why, who, and how explained

11 June, 2021

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind

Protecting Your Children From ‘Affluenza'

31 May, 2021

Protecting Your Children From ‘Affluenza’ | IPC Wealth

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is gi

Are Your Heirs in the Dark? | Planning Heirs Financial Future

14 May, 2021

Are Your Heirs in the Dark? | Planning Heirs Financial Future

A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having thei

Why Evolve Your Financial Plan as Your Wealth Increases

6 May, 2021

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income a

 

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Our Team


Steve Morden, CFP®

Certified Financial Planner®

Gary Simpson, CFP®

Certified Financial Planner®

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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