Investment & Insurance Planning Services Email Formats

About Investment & Insurance Planning Services

At Investment & Insurance Planning Services, we partner with LPL Financial to provide custodial and supervisory services to our firm and many of our client accounts. We also partner with other financial institutions on a case-by-case basis. You can rest assured that no matter what your funds will be held with highly-rated financial institutions. As a CERTIFIED FINANCIAL PLANNER™, we pride ourselves on being independent and fee-based. This allows us to work with you to find the financial plan that best meets your unique needs, rather than being limited to one company's products and services. We believe that this focus on your individual goals and interests is the key to a successful financial future. Together, we can explore all of the options available to you and work toward pursuing your financial goals. Our mission is to earn your trust and confidence through our expertise and commitment to excellence. Our mission is to help clients pursue their financial goals and make the process as easy as possible. That's why our all-inclusive process combines the best of financial planning and investment management. You'll receive a personalized plan designed to suit your needs, as well as investments that are tailored to your plan goals. To learn more about Investment & Insurance Planning Services, please visit https://www.davidblountiips.com. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. finra.org / sipc.org Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

View contact profiles from Investment & Insurance Planning Services