High-Integrity Financial Planning

Life is full of ups and downs, and we want to hear your story. 

No matter what stage you are in, we want to know about it. We enjoy getting to know people from all walks of life, and we know that everyone's story is different. Whether your goals include becoming debt free, saving for your children's education, or planning for retirement...we want to to hear about YOU. 

 

1. Who are we? 

Irving Planning & Invstments is a father/son team, and Mike and Jason have over five decades of combined experience in the Financial Services Industry. 

2. Who do we work with? 

We work with individual investors and business owners, primarily those with middle incomes. Whether you are a school teacher, a small business owner, or an executive at a large firm, we believe we can help. 

3. What do we do? 

We carefully listen to your story.  By listening to what's important to you, we can make appropriate investment and financial planning recommendations to help you achieve your goals. We strive to meet with you regularly, and promptly respond to you to discuss and review any financial concerns. We always appreciate hearing from you. 

4. How do we do it?  

First, we try to make the investment process as simple as possible. By understanding your goals, we can plan for the things that are important to you. 

Along with building broadly diversified portfolios using quilified invesment managers, we specialze in the Financial Planning aspects that will help you succeed. Whether it's Retirement or Education Planning, Estate or Tax review, or helping you build a budget to meet your needs, we've got you covered. 

5. What tools do we provide you with? 

We provide you with an online Client Portal to track your investments and goals, updated daily. Whether you prefer using our phone application or website tools, we have something for you.

We will also send you quarterly composite reports, newsletters, and other information that we feel will benefit you. We are happy to meet and discuss any questions or concerns you have, just let us know. 

6. What sets us apart? 

We know that everyone's situation is unique. There is no cookie-cutter approach to handling lifes challenges, or successes. We want to get to know you, partner with you, and give you peace of mind that your financial well-being is our top priority. We want to assist you in setting realistic goals for where you are now, and help you achieve them into the future. We want to know your story. 

We also strive to be transparent about our fees, and think you will find them to be some of the most competitive in the industry. Please contact us if you have any questions.