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We pride ourselves on having the right product, advice and or solution for your needs...


 

At Insurance and Planning Solutions, we use a 7 step process to evaluate each clients goals, objectives and compare findings with their current reality, then recommend affordable solutions. We provide advice and implement plans to insure each client realizes their dreams.

We can help you in the following areas:

Advice:

      • Fee Based Asset Management
      • All Forms of IRAs
      • 401(k) Plans
      • Profit Sharing Plans
      • Pension Plans
      • Estate & Tax Preservation
      • Financial & Retirement Needs Planning
      • College Funding
      • 403(b) Plans

Insurance:

      • Life
      • Disability
      • Long Term Care
      • Individual / Group Medical

    Investments:

  • Mutual Funds
  • Stocks
  • Bonds
  • Annuities
Focused On Your Needs

 

Throughout your lifetime, you and your family could be faced with many changes. Some are uplifting and exciting, such as getting married, purchasing a home, welcoming a new child into the family, sending that child off to college, starting a business or retiring. Other changes can be more challenging, such as inflation, unexpected expenses, disability or premature death. Insurance and Planning Solutions offers a wide range of products that can help you throughout many phases of your life, as well as help give you security and peace of mind to face the challenges.

 

 

 

 

Request A Product Quote

 
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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 all states except 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.
 
Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Insurance And Planning Solutions is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.