Our Firm


In business since 1988,  Investment & Resource Planning Associates brings years of experience in all areas of financial planning. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. 

We believe you will be better able to identify your goals and make sound decisions to reach them by our providing you with sound financial information.

We are dedicated to developing long lasting relationships with all our clients. We believe in helping you to assess your financial objectives and to participate in the management of your finances. 


We’re looking forward to using our experience to help you pursue your financial goals.    


 Our Mission Statement

We  are committed to maintaining the highest professional standards of integrity, confidentiality, and diligence in our relationship with you, our client.

Our highest priority is to give ethical and objective service, providing you with only the highest quality information, services, and products to help you reach your goals.