IPS Financial Services

Inderpal Singh

 

At IPS Financial Services, we believe that your planning is an interactive and ongoing process.  We help you build a strategy that is shaped around your personal financial lifecycle needs, such as child’s education, protecting your family during your working years, and helping to guarantee your own financial security or estate planning goals.
 
As with most other things in life, the key to achieving your long-term financial objectives is planning.  These things won’t happen by accident.  Our first step is to gain a comprehensive understanding of your current situation, as well as your financial needs and future objectives. We work closely with you to devise a personalized strategy to help you meet those objectives. Because expected and unexpected life changes may occur at any time, we also recognize that developing a financial strategy is a dynamic process. For this reason we develop long-term, committed, and trusting relationship with our clients.

 

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

Inderpal Singh is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Washington, Utah, Oregan, Texas, North Carolina, Maryland. No insurance business may be conducted outside the states referenced.

Inderpal Singh is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a  licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of  Washington. No offers may be made or accepted from any resident outside the state referenced.

IPS Financial Services is not owned or operated by NYLIFE Securities LLC, or its affiliates. 

Neither IPS Financial Services nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

HOT TOPIC: U.S.-China Trade War: Who Pays the Price?

A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.

Taking a Team Approach to Retirement Savings

Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

Caught in the Middle: The Sandwich Generation

Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

More Newsletters →