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Innovative Planning Group

Financial Services

Specialities :
Retirement income planning
Employee benefits
Family office
Tax preparation & consulting
Charitable giving strategies

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Innovative Planning Group

What does Innovative planning group do?+

Welcome to IPG! We pride ourselves on providing a unique long-term perspective and refined process that most firms cannot match without minimums. We believe in helping clients through their current life stages but are truly here to serve clients for generations. What does Innovative Planning mean? Our strategy is to eliminate the one size fits all type plan by being tailored to you and only you. We will surround you with our holistic team of Advisors, Planners, and CPAs who will assist in coordinating all the moving pieces in your life and provide support whenever you need it. Securities are...

What are Innovative planning group's specialties? +

Retirement income planning,employee benefits,family office ,tax preparation & consulting,charitable giving strategies,investment planning,financial planning,and risk management strategies

What is Innovative planning group's industry? +

Innovative planning group operates in the Financial services industry.

What is Innovative planning group's revenue? +

Innovative planning group's revenue is 11m - 100m

What is Innovative planning group's company size? +

Innovative planning group has 11 - 50 employees.

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