Investment Planning Group is an independent firm. This allows us to be non-biased when recommending investment products and strategies. We do not push products or quotas. We have the ability to truly recommend what is in your best interest.
Our Advisors have more than 50 years of combined experience in the industry. Our team works together to help clients find comfort and confidence in all phases of their investing and retirement.
Our Advisors are appropriately licensed. This allows us to offer and recommend a variety of products to consider while building your investing portfolio. We use individual stocks, ETFs, Mutual Funds, Structured Products, etc.
Investment Planning Group is integrated with the SmartVestor Pro and Endorsed Local Providers programs. These are networks set up by the Dave Ramsey teams that connect his fans with local advisors in their areas. Those that follow Dave and use his philosophies will get to a point when they're not just debt free, but are ready to take their financial freedom to the next level. That is where we come in. We can help you continue along Dave's baby steps and help you get to where you begin building wealth. Even those that might be beyond the baby steps, we can help you protect what you have worked so hard to build.
The financial world can be tricky and at times make you feel nervous or apprehensive about your decisions. There is never really a one size fits all approach. We take pride in the work we do because its specific and unique to your situation. You can confidently know that we meticulously apply our knowledge and skills to help you get ahead financially. However, the only way to know if we can help you is to get to know your personal situation. Click below to schedule an appointment with us! In the meantime, check out our Financial Planning and Investing tabs for more details.
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Investment Planning Group
298 West Bridge Street, Blackfoot, Idaho 83221, United States
Securities offered through Cantella & Co., a broker-dealer, member FINRA/SIPC
Investment Advisor Representative
Advisory services offered through Cantella & Co., a Registered Investment Advisor
Cantella and Investment Planning Group are not affiliated
Jim Phelan is registered to offer securities in the following states: (CA, CT, FL, ID, NV, RI, UT, WA)
Ty Rees is registered to offer securities in the following states: (ID, UT)
Lee Mathie is registered to offer securities in the following states: (CA, ID, NV, UT, WA)
Cindy Gardner is registered to offer securities in the following states: (ID, UT, WA)