"A dream is a vision, a goal is a promise. You can keep your promises to yourself by remaining flexible, focused, and committed"
Dennis Waitley
Our Mission is providing integrated financial solutions for successful individuals, families and businesses. We are dedicated to assisting clients to create, preserve and distribute wealth in the most tax-effective manner possible.
Insurance and Planning Solutions was formed with the intent of gathering together a team of dedicated professionals with unusual levels of expertise in a wide range of investment and financial areas. Such a structure allows us to specialize in offering you a comprehensive platform of financial services.
Our Goal is simply to direct and guide each client - whether you are an Individual, Business, Corporation, Foundation, or Association - in the direction necessary to maximize your financial well-being. We maintain an objective stance with a readiness to consider traditional solutions as well as innovative ideas in order to help provide asset protection and investment management.
We specialize in offering you comprehensive financial services in five primary areas.
Fee Based Asset Management
Retirement Asset Management
Employee Benefit Programs
Personal Financial
Estate Planning and Insurance
Message from Our General Agent
Gone are the days when a high-net-worth individual could sit back and relax, knowing that his or her assets were protected and prospering. The last decade has proven the need for a coordinated, well-diversified and balanced approach. The client benefits most when a strategy is in place enabling a team of accountants, financial planners and legal advisors to work together. As the industry has evolved, we have seen a need for overall synchronization that can provide high-net-worth individuals with the complete integration of financial services through a single objective access point with one common theme: creating, protecting and preserving wealth.
Insurance And Planning Solutions is a General Agency for American United Life Insurance Company®, which is a OneAmerica company.
Insurance And Planning Solutions has agents who are licensed and authorized to conduct life insurance business in many states but not in CT, DE, D.C., IL, IA, ME, MT, NE, NH, NM, NY, ND, PA, RI, SC, SD, VT, WV, WY. It also has representatives who are licensed and authorized to conduct securities related business in AZ, AL, GA, OR, TN, MS, NC, IN, and FL. This website is in no way to be construed as an offer for the sale of insurance or securities products in states or countries where Insurance And Planning Solutions does not have licensed representatives.
Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 5120 Virginia Way, Suite C-11, Brentwood, TN 37027, 615.309.2170. Insurance And Planning Solutions is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Adviser.
This website is designed to provide accurate and authoritative information with regards to the subject matter covered and is not rendering legal, accounting, tax. or other professional advice. If legal advice, tax advice, or other expert assistance is required, the services of a competent professional who specializes should be sought.
This website has been designed to provide general information with regards to the subject matter covered. It is provided with the understanding that the presenter of the site is not engaged in rendering legal, accounting, tax, or other specialized advice. If legal, accounting, or tax advice is required; the services of a competent professional who specializes should be sought.
