Welcome to Integrated Planning Solutions, Inc.

Integrated Planning Solutions, Inc. IPS is an independent financial services firm committed to helping our clients improve their long-term financial strategies. Our customized programs are designed to help grow, and conserve our clients’ wealth by striving to deliver an unprecedented level of personalized service.

Our Commitment

The associates of Integrated Planning Solutions, Inc. take pride in the value and quality of the services we offer. Our clients benefit from our attention to detail and our integrated financial planning, investment and insurance strategies.

Our Mission

We work with our clients to evaluate and implement investment tax and wealth management strategies. We offer independent and unbiased advice, with our clients’ goals as our only benchmark.

Our Philosophy

Integrated Planning Solutions, Inc. was founded with the goal of establishing life-long financial relationships with our clients. We believe that long-term counseling relationships foster deeper understanding of client needs, objectives, time frames and tolerance for investment risk.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (614) 825-6008. We look forward to hearing from you.

Neither Royal Alliance Associates, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.