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SPOTTED IN THE NEWS

Protecting Your Children From ‘Affluenza'

31 May, 2021

Protecting Your Children From ‘Affluenza’ | IPC Wealth

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is gi

Are Your Heirs in the Dark? | Planning Heirs Financial Future

14 May, 2021

Are Your Heirs in the Dark? | Planning Heirs Financial Future

A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having thei

Our Team


Ellen MacDougall, CFP®

Financial Planner

Jillian Hayes

Executive Assistant

 

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THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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Understanding the different fee models and what each gets you is the start of any good planning exercise.
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