High integrity financial planning

Irving Planning & Investments, Ltd. is registered as an investment advisor. We offer excellent high-integrity financial planning and investment advice to individual investors, primarily those with middle incomes. We carefully listen to our clients so that we can make appropriate investment and financial planning recommendations to help our clients achieve their goals. We take pride in our service by meeting with clients regularly, and we promptly respond to communications to discuss and review any financial concerns.

  • We build broadly diversified portfolios for our clients using qualified investment managers. By rebalancing portfolios on a regular basis and sticking to our discipline, we believe our clients are likely to achieve their investment goals with less volatility along the way.
     
  • We make the investment process as simple as possible for our clients.
     
  • We maintain the appropriate asset allocation while promptly investing deposits and making funds available for withdrawals.
     
  • We process Required Minimum Distributions from IRA's and other tax sheltered accounts annually for clients age 72 and older.
     
  • We provide Quarterly Portfolio Performance Summaries and we are available to review the portfolio as desired.  

*Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability.  Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.