IPS Advisory Services
Preserving Wealth for Generations
Serving the investment needs of the Chesapeake Bay Area
Our mission is to assist our clients in attaining their financial and insurance goals by analyzing the needs of the client and matching that need to the best possible solution.
We provide the following investment services to our clients:
Financial Planning Services
IPS Advisory Services provides a client centered focus on financial planning for the individual or businesses.
- Financial PlanningFinancial planning means something different to everyone. Because each person's situation, lifestyle, and goals are so different, there is no single turnkey solution for successful money management. We can identify several steps that successful people take in pursuing their financial goals.
Read more - Education PlanningCollege should be considered a lifetime investment rather than just a four-year expense. It requires financial planning and personal sacrifice. The earlier you start saving and investing, the less money you will have to save and invest later and, most likely, the more assets you'll end up accumulating.
Read more - Retirement Planning A disciplined retirement preparation plan, diligently followed, will help you develop realistic financial objectives.
We can help you develop a sound financial plan based on your specific situation, monitor it regularly to help ensure you're making progress toward your objectives, and recommend occasional adjustments to help you stay on course. Read more
- Estate Planning
Estate planning is an ongoing process. You must not only develop and implement a plan that reflects your current financial and family situation; you must also constantly review your current plan to ensure it fits any changes in your circumstances. Remember, estate planning is about much more than reducing your estate taxes; it's about ensuring your family is provided for, your business can continue, and your charitable goals are achieved. We welcome the opportunity to discuss your situation and show how we can help you create and help implement an estate plan that preserves for your heirs what it took you a lifetime to build. Read more
Insurance Services
IPS Advisory Services provides health insurance and life insurance services to individuals and companies of all sizes. We provide health insurance options from all the major health insurance carriers. Additional services include Life insurance, Annuity, Disability and Long Term Care. Read more on health insurance. Read more on life insurance.
Customized Investment Services
- Using professional money managers.
We pride ourselves on our ability to educate our clients and help them navigate through the complex process of developing a financial strategy to address their individual, family and business needs.
Insurance Licensed in the following States: California, Delaware, Florida, Maryland, North Carolina, Virginia and Washington D.C.