Who We Are

Insurance Planning Group provides a broad array of insurance and investment options to make your present-day securities and your long-term planning fit in with your financial situation and goals.

Backed by decades of experience, IPG delivers knowledgeable solutions to your insurance planning needs – from individual life insurance to long-term care and property and casualty – as well as investment planning, from asset allocation and annuities to mutual funds and portfolio analysis and portfolio review through our affiliation with Lincoln Financial Securities Corp., a broker-dealer and registered investment advisor.

As a small firm, IPG prides itself on creating and maintaining personal connections – and serving as a link to the product and services that can help you achieve financial security.

Were your financial future a dark sea, we see ourselves as an able navigator, intimately familiar with the appropriate route to take.