| Premier_Service A Montreal-based firm in business for over 11 years, provides mystery shopping and consulting services across Canada, the US and Puerto Rico. |
| Investors_Capital_Management,_Inc Offers pretirement planning and investment management services. |
| Presence_Quality_Mystery_Shopping Specialists of network assessments. |
| KT_Administrators,_Inc_ 401K retirement planning company. |
| Quality_Assessments_Mystery_Shoppers,_LLC Details how to become a customer and receive feedback on quality service, how to stimulate word-of-mouth, and suggestive selling. |
| Lara,_Shull_and_May Provides wealth and financial planning. Includes online account access and calculators. |
| Quality_Consultants,_Inc Conducts mystery shopping and quality reports for restaurants and lodging facilities. |
| Liberty_Conservative_Investments Liberty Conservative Investments is a nation-wide seller of precious metal bullion and coins. Specializing in putting precious metals into IRAs. |
| Quality_Eye_Mystery_Shopping A UK-based company providing telephone audits, mystery shopping, website evaluations, and competitor comparisons for the retail and public sector. |
| Lifetime_Planning_Concepts Offering fee-based advisory for retirement, investment and estate planning needs. Specializes in IRAs and the education process of investing. |
| Lindblad_Financial_Group Provides planning for business owners and affluent pre-retirement and post retirement clients. |
| Quality_Scheduling_Group_LLC Providers of scheduling, recruiting, and editing services for the mystery shopping industry. Personalized consulting service for each client. Mystery shoppers may register in our database. Job board a |
| The_Logan_Group A security and insurance firm specializing in retirement planning. |
| QualityWorks_Associates A market research organization that conducts surveys and mystery shopping. |
| Reality_Check_Mystery_Shopper Shopper evaluations. Apply online. |
| Mason_LaRoche Offer tailored financial advise on investment, pensions, retirement and education funds to entrepreneurs and corporate executives, professionals and families in the Asia Pacific region. |
| Restaurant_Evaluators,_Inc_ Customer feedback and evaluation services. Company profile, news and contacts. |
| Mathisen_Financial,_Inc_ Retirement planning, insurance options, mutual funds and tax strategies for the long-term investor. |
| Retail_Maxim UK-based mystery shopping services including competitor visits and internet and telephone shopping. |
| MLC Wealth management division of Nab. Provides superannuation, investment and retirement income solutions through a network of financial advisers and two investment platforms. |
| Retail_Rapport_Ltd_ Mystery shopping agency. List of services, details about applying, and contact information. |
| Moseley_Investment Registered Investment Advisor in Florida providing retirement, estate, and intergenerational financial management and planning. |
| RetailTrack Retail, service, hospitality and call center mystery shopping. |
| mPower_com Provider of investment advice and retirement education for 401k/retirement plan participants. |
| Richey_International Quality management programs to enhance performance, measure product quality, and maintain brand stature. |
| The_Newport_Group Provides consulting, asset management and administrative services for both qualified and non qualified retirement plans. |
| Satisfaction_Services,_inc_ Providing customized quality and service evaluation programs (a concept of mystery shopping) to restaurant, hospitality, retail, and service companies. Online service available. |
| Norris_Financial_Group Market research and investment portfolio tracking. Includes company profile, information and contacts. |
| Schryver_Enterprises__LLC Develops and customizes training courses in customer satisfaction, and provides mystery shopping services. |
| OC_and_H_Capital_Management Offers financial planning using a fee based structure. Retirement, investment and estate planning, insurance needs analysis, budgeting assistance. |
| Second_To_None,_Inc_ Full service mystery shopping solutions. Apply online. |
| OnPlan OnPlan provides "private-labeled" 401(k) asset allocation and Mutual Fund Selection guidance. |
| Secret_ShopNET Mystery shopping services. Apply online. |
| Oswald_Financial,_Inc_ Designs and operates 401(k), profit sharing and defined benefit plans. Features newsletter, links to related resources. Contact details. |
| The_Secret_Shopper_Company Offers a full range of secret shopping services, with reports tailored to motivate rather than criticize. Online training required for all shoppers. |
| Patriot_Trading_Company_IRA Offers precious metal investment for Individual Retirement Accounts (IRAs). |
| PenD\'Calc Software designed for financial advisors whose business is to help clients plan their retirement and preserve their estate. |
| Secret_Shopping_Services Specializes in retail, restaurant, malls, jewelers, coffee houses, integrity issues and customer service audits. Company profile and contacts. |
| Pension_and_Estate_Planners,_Inc_ Offering services for 401(k), MPPP, PSP and insurance. |
| Secret_Sleuths Services offered, staff, contact details, and shopper application. |
Contact Us
(513)
424-6300
Eliminating the Gamble
Financial Plan Questions
Our
First Priority
Development of the Financial Plan
Implementation
Cost
ADV
Disclosure
Eliminating the Gamble for Financial
Independence
What is the likelihood you can achieve financial
independence?
Government research has shown that for every 100 people
who start their careers...
29 die before reaching age 65;
68 reach age 65 with median annual incomes of less than
$26,000; and
only 3 reach age 65 with annual incomes over $26,000.
None of these people started out to fail
financially. Yet, according to facts, most did. They didn't plan to
fail...they failed to plan.
Our professional planners can help you achieve the
financial independence you need. Cash management, retirement planning,
investment planning, tax planning and estate planning are only a few of the
personal services we provide. And you can count on us to help you modify
and maintain your financial plans as your needs and goals change.
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Many
Professionals Offer "Financial Advice"
Today, consumers are faced with more choices in
purchasing financial products and services than ever before. You may seek
advice from...
an accountant or CPA
an attorney
a banker
a life insurance agent
a casualty agent
a stockbroker
While these specialists are capable of giving competent
advice in their chosen fields, more often than not they are determined to sell
their particular product or service.
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Your
Goals Are Our First Priority
The first level of financial planning decision making is
strategic. We take into account your goals and values. The second
level addresses generic portfolio decisions. Finally, individual product
decisions are made...once the field has been narrowed to those products capable
of filling your specific needs.
In reality, some people tend to reverse the order of
their decision making. They do this primarily because of how they are
being influenced by specialists, salespeople, or by media advertising, all of
which are almost always promoting their product or service first.
As a result, most people tend to buy financial products haphazardly, without
good planning or coordination. Back to top
The
Questions of the Financial Plan
The best way to systematically strive for financial
independence is through the development of and adherence to a coordinated,
objectively prepared financial plan which encompasses all aspects of your
financial life. Professional Financial Planning can assist in the
development and implementation of your plan.
We are truly oriented to your goals. We center
our analysis around your feelings regarding these six financial
questions:
(Growth and Protection of Capital)
Do I want a better hedge against inflation?
Do I want to reduce my tax burden?
What level of risk am I willing to accept?
How much ready access to my money do I want to
maintain?
(Use of Capital)
5. What do I earn? How do I spend it?
6. What potential benefits do I want for my
family now, and in the future?
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Development
of a Comprehensive Financial Plan
How is your personalized financial plan developed?
During the initial phase of plan development, the
"discovery" process, we work with you to determine your concerns,
goals, and investment comfort level. We also review your resources and
accomplishments to date. With this information, we will prepare an
accomplishment profile which compares your total savings and investment program
to your concerns and goals, whether it is your children's education, a
comfortable retirement, or that boat you've been thinking about. Finally,
we will make appropriate recommendations for relieving any imbalances between
what you want to do and what you are actually doing.
The financially-related areas we review in the course of
plan development include:
cash management
income taxation
investment planning
business planning
risk management
accumulation
retirement planning
estate planning
The types of products and strategies which may be
appropriate and useful in addressing your financial situations include:
mutual funds, including money market, tax exempt, bond,
growth, balanced, etc.
unit investment trusts
tax sheltered annuities
IRA's
variable and fixed annuities
single premium deferred annuities
life insurance
individual non-cancelable disability protection
professional overhead expense protection
business buy-out plans
business pension and profit sharing plans
deferred compensation plans
group life, health (with or without dental) and
disability benefits
limited partnerships (real estate, oil and
gas)
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Implementation:
The Key Step
No matter how thoroughly the work is done, the creation
of your financial plan is only half the job. That effort may serve no
purpose if your plan is not implemented. There may be work to be done by
your other professional advisors such as your attorney, accountant, or
banker. With our service, their efforts are coordinated on your
behalf. There also may be recommendations in the areas of investments or
other products. You may implement these through your current advisors or
through our firm, at your option. We are also available to
periodically review your plan to keep it up to date.
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What Does
All This Cost?
For the development of the financial plan, including
appropriate analyses and recommendations, Professional Financial Planning
charges a fee. We have a number of different plan levels available,
varying in scope and complexity depending on the client's financial planning
needs. Our fees vary accordingly. However we work with you to
determine and agree upon the fee, before any plan development
beings.
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In Summary
To use your financial resources wisely, time can be your
ally. Procrastination is undoubtedly your most harmful enemy when it
comes to achievement of your financial goals.
Don't delay taking the first step towards securing you
financial future. Contact your Professional Financial Planning, Inc.,
Advisor now and schedule an initial interview. There is no charge for
this initial fact-finding consultation.
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Contact
Us
Integrated Professional Financial Planning,
Inc.
1046 Summit Drive
Middletown, Ohio 45042
Phone: (513) 424-6300
Fax: (513) 424-1156
Dennis Vitori - President
Direct Extension: (513) 424-6300x12
Cellular: (513) 594-4466
eMail: dvitori@ipfpinc.com
Roger Miller, CFP - Vice President
Direct Extension: (513) 424-6300x14
Cellular: (513) 594-5553
eMail: rmiller@ipfpinc.com
Peter Miller, CFP - Financial Planner
Direct Extension: (513) 424-6300x15
eMail: pmiller@ipfpinc.com
Ellen M. Miller, CFP - Financial Planner
Integrated Professional Financial Planning, Inc.
428 30th Street #A
Manhattan Beach, CA 90266
Direct Extension: (310) 939-9976
Cellular: (513) 314-3162
FAX: (310) 356-3690
eMail: emiller@ipfpinc.com
Linda Rader - Assistant to the President
Direct Extension: (513) 424-6300x10
eMail: lrader@ipfpinc.com
Judi Fabing - Office Manager
Direct Extension: (513) 424-6300x11
eMail: jfabing@ipfpinc.com
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