We are so pleased you chose to visit our website. IPI Financial Services is a division of Insurance Planning, Inc. Insurance Planning, Inc is a full line independent insurance agency that was formed in 1968 to serve the insurance needs of clients. In 2002 IPI Financial Services was organized to allow our dedicated people in this division to specialize in providing Financial Services to our clients.
Some agencies have people that try to work in Personal or Commercial Insurance lines and also provide Financial Services. We believe by having people specialize in this one area they can provide more value and knowledge to you and your individual needs. Managing your finances can be a difficult task at any age. Since life's events can fluctuate on a daily basis, it's comforting to have a clear and more consistent outlook on your financial future.
Even if you know little about personal finance or saving money, IPI Financial Services is committed to helping you realize your fiscal goals. At IPI Financial Services, our team will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family.
Some agencies have people that try to work in Personal or Commercial Insurance lines and also provide Financial Services. We believe by having people specialize in this one area they can provide more value and knowledge to you and your individual needs. Managing your finances can be a difficult task at any age. Since life's events can fluctuate on a daily basis, it's comforting to have a clear and more consistent outlook on your financial future.
Even if you know little about personal finance or saving money, IPI Financial Services is committed to helping you realize your fiscal goals. At IPI Financial Services, our team will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family.
Services
The financial management process begins with an in-depth evaluation of your individual situation and need.
Once we've established your overall objectives, we'll focus on your specific goals.
We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
Once we've established your overall objectives, we'll focus on your specific goals.
We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
Wealth preservation is the primary focus of IPI Financial Services.
Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.
Financial products serve as a medium to help you realize your objectives.
A specific product should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.
Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives.
Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities.
Financial products serve as a medium to help you realize your objectives.
A specific product should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them.
Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives.
Brian entered the Financial Services industry in 2002 after graduating from Fort Hays State University.
In 2012 Brian earned the Chartered Life Underwriter designation from the American College.
He is passionate about assisting his clients with their financial pictures no matter what stage of life they are in.
He is active in his local Chamber of Commerce and Hays Sunrise Rotary Club.
Brian and his wife Sarah, of 15 years, are the proud parents of 3 boys; Noah, Jack, and Miles.
Brian enjoys spending his free time with his wife and coaching or watching his 3 boys in whatever sports season they find themselves in.
In 2012 Brian earned the Chartered Life Underwriter designation from the American College.
He is passionate about assisting his clients with their financial pictures no matter what stage of life they are in.
He is active in his local Chamber of Commerce and Hays Sunrise Rotary Club.
Brian and his wife Sarah, of 15 years, are the proud parents of 3 boys; Noah, Jack, and Miles.
Brian enjoys spending his free time with his wife and coaching or watching his 3 boys in whatever sports season they find themselves in.
Gene specializes in Health Insurance which includes Medicare related coverages such as Medicare Supplement and Medicare Part D. Gene has been in the industry since 1986 and has acquired his LUTCF and CBC designations.
He is very active in the Hays Lions Club and Hays Community Theatre.
Gene is married and father of one and grandfather of two girls.
He is very active in the Hays Lions Club and Hays Community Theatre.
Gene is married and father of one and grandfather of two girls.
Jessica serves as a licensed agent focusing on life insurance and long-term care for the Financial Services team.
Her passion to bring peace of mind to individuals and families is supported by providing personalized value in their insurance program.
A 2006 graduate of Fort Hays State University, Jessica returned to the Hays community in 2018 after working at a Wealth Management Firm in the Denver area.
She holds her Life Insurance License as well as Health, Accident, Property, Casualty, Personal Lines and Crop Insurance.
Her passion to bring peace of mind to individuals and families is supported by providing personalized value in their insurance program.
A 2006 graduate of Fort Hays State University, Jessica returned to the Hays community in 2018 after working at a Wealth Management Firm in the Denver area.
She holds her Life Insurance License as well as Health, Accident, Property, Casualty, Personal Lines and Crop Insurance.
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