Our Mission

Our mission is simple: To build meaningful, value-creating, long-term relationships with our stakeholders.

Why was IP&I Created?

Integration: Above all else, to offer a unified approach to financial planning and investment management stemming from a core desire to provide all-encompassing, diversified financial solutions for our clients.

Proactivity: To prioritize client-first engagement so as to avoid reactive responses and help limit sub optimal outcomes. We believe proactivity leads ultimately to ideal financial solutions.

Comprehensive: Detailed evaluation of available set of planning alternatives, specific to your household or business. We engage with our clients in a thorough, detailed, and active manner.

Fiduciary: To operate as a financial fiduciary. Of the utmost importance is always treating our clients' best interest as paramount.

Our Community

We believe business should be a force for good, especially to the community that it services. Though we help a number of clients across the United States, our client base and company started in Clovis, CA.

We're extremely grateful to food banks and community resources that give us the opportunity to support giving back to our home, the Central Valley.

Contact us to learn more about our Integrated Planning Process

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