Last Updated on April 17, 2016 by cassnetwork
We want people to know about all the great things our community has to offer, so we’re inviting every business, organization and program in Cass County to be featured on Cass County Online. All you have to do is use this form to tell us about yourself.
This week’s featured business is Integrated Planning Solutions, P.O. Box 1253, Logansport. Their phone number is 574-516-6931 or you can reach owner Barry Taylor by e-mail. Visit Integrated Planning Solutions online at ipsolutionsaz.com. Their hours are by appointment only.
Our goal is helping people have the financial future they have always wanted. We do this by creating common sense financial solutions. Solutions that address the lifestyle you want for your family and the legacy you want to leave behind.
Our focus centers around three primary issues. First, creating lifetime income to supplement Social Security and Pension income. Second, creating an Estate Transfer Strategy so your family knows your wishes and finally Asset Preservation addressing the cost of nursing home care and its impact on your savings.
Our business model differs from most financial services firms. We like to meet with clients in there home or at another suitable location. We also offer alternative ways to meet such as Skype and online meetings for those on the go or who do not have the time to meet in person.
Barry Taylor has been in the financial services industry since 1996. In 2009, he relocated to Scottsdale, Arizona. In 2011, Integrated Planning Solutions was formed. In 2015, Barry moved his family back to Logansport, Indiana. Barry holds insurance licenses in Indiana and Arizona. He is a member and Past Master of Tipton Lodge #33 F&AM Logansport, Murat Shrine and Logansport Shrine Club. Barry serves as CFO and Treasurer of the State Theatre Preservation Society.
Procrastination is the greatest risk facing your finances and legacy. The longer you wait to begin creating a financial strategy, fewer choices will be available. Over the years, I have personally witnessed families financially devastated because they failed to have a plan. A financial devastation which could have been avoided by simply taking action. My advice is find a financial professional you can trust and work with to create a financial strategy.
Every solution to a problem begins with a conversation. If you have financial concerns which have not been addressed which are causing you anxiety or frustration we should talk. After a conversation you can decide if working with Integrated Planning Solutions is right for you and your family.
What sets us apart from other financial services firms are the relationships we build with our clients. We offer the same types of insurance products as most every other company out there. Our distinction is building a relationship where we know and understand what you want to accomplish. We do not take a cookie cutter approach. Everyone is different in some way. Our solutions reflect those differences.
We do not claim to be the best, only one of the many choices you have available. Only you can decide if we are the right choice. All we ask is the opportunity to share what we do and how we can help.