The best way to start is to ask for a short meeting or fill up our survey form. Find out about a consultant’s basic procedures.

Ask for details:

• The Financial Advisor’s background, including education experience.
• References, including clients you can call.
• Is the Financial Advisor competent in the field of investment, life insurance, private banking, tax strategy, estate planning and comprehensive financial planning/
• The recommendations are based on a detailed study of your unique situation, and not through "cookie-cutter" recommendations applicable to all client.
• The overall capability and technical expertise of the financial planning organization he represent.

He will be your personal financial advisor in the new economy.

WHAT IT’S GOING TO COST
Like most professional, IPP Financial Advisor base its fees on the complexity an amount of time spent on each case. Three basic methods of compensation are as follows:

FEES ONLY
Similar to a lawyer or accountant, the advisor bills you at a flat or hourly rate for the time he or she spends working on your plan

COMMISSIONS ONLY
In devising your plan, the advisor may be compensated solely by commissions earned from the products and serviced necessary to implement the recommendations made.

FEES AND COMMISSIONS
A combination of the above 2 methods of compensation is as follows:

The advisor charges a fee and derives commissions earned for the products and services necessary to fulfill your financial needs.

IPP’s philosophy is to provide excellent value and quality service to our client in their in their planning for financial success. IPP’s fees, commissions and compensation arrangements with our client are equitable and adds significant value to our client’s overall financial and investment plan.