Independent Planning Group, Inc.

A Registered Investment Advisor

A thorough financial plan is the cornerstone of your financial future. Investments, risk protection, retirement funding, business and tax planning all evolve from a detailed plan.

After learning about your financial dreams, identifying your financial goals and objectives, and gathering both objective and subjective financial data, our financial planners prepare a comprehensive plan. It may also have more focused modules as needed, but it is designed to enhance what you have achieved today in order to build for the future.

Your financial plan is a dynamic document requiring periodic reviews and updates.  Our monthly, quarterly or annual reviews include financial position, cash flow and tax statements, a review of your investments, rate of return reports and other information that you need.

If you own a business, Independent Planning Group offers a wide variety of business planning services, including business valuations, succession planning, mergers and acquisitions.

All Independent Planning Group services are fee-based. 

Independent Planners Action Group, Inc.

Independent Compensation Consultants, Inc.

170 Packett  Fairport, NY 14450
Phone: 585-421-1220   Toll Free: 800-381-2070     Fax: 585-421-1223     Email:

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Securities and investment advisory services offered through FSC SECURITIES CORPORATION, a registered broker-dealer. Member FINRA/SIPC and registered investment advisor. The Independent Group of Companies is independent of FSC Securities Corporation.

State Securities Registrations: AL, AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA