Investing is much different than planning. They typically go hand in hand, but it helps to see how they are different. If we set up a well written plan for you, it will help us determine HOW we should invest your money. Each situation is unique and requires individual needs. Our expertise in both planning and investing, together, will bring an immense amount of value to your life. You can return to this page frequently to see how your favorite stocks are performing.
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Investment Planning Group
298 West Bridge Street, Blackfoot, Idaho 83221, United States
Registered Representative
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)
Broker Check | FINRA | SIPC
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