About Us

Investment Planning Group, located in Stuart, FL, was founded in 2008 by Steven W. Landwersiek, CRPC, APMA with the mission to help people pursue financial independence, a successful retirement, and a lasting legacy. At IPG, we utilize a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:

1

Assessing
Your Needs &
Finances

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

2

Preparing
Your Financial
Plan

We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.

3

Implementing &
Monitoring
Your Strategy

Once you select the most suitable approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.

1

Assessing
Your Needs &
Finances

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

2

Preparing
Your Financial
Plan

We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.

3

Implementing &
Monitoring
Your Strategy

Once you select the most suitable approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.

A Message from Our President

Our goal is to empower our clients with a confident, actionable financial plan to allow them to enjoy an active and successful retirement – on their own terms. Our associates will put their experience to work for you developing investment, tax planning, and estate planning strategies – all aimed at maintaining your financial independence and lifestyle. You’ve worked hard. Now, as retirement approaches, it’s your turn to redefine the second half of your life.

Our Community Involvement

At IPG, we believe in doing good for others. We are involved with countless charities and non-profit organizations in Stuart and the surrounding communities, donating our time by volunteering, collecting non-perishable items for the needy, and giving monetary donations. We strongly believe that maintaining a strong community starts with helping our neighbors in need.

Causes We Support

 

Get in Touch With US

Now that you know more about us, we would like the opportunity to learn about you! We invite you to schedule a free, no-obligation consultation to discover how we can help you pursue your financial goals.

Our team of advisors are dedicated to helping you, your family, and your business create a plan that suits your financial goals. Contact us today for a free no-obligation consultation and let us help guide you!

CONTACT US

There is no guarantee that an investment strategy will yield positive outcomes. Investing involves risk including loss of principal.

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740 SE Indian St, Stuart, FL 34997

(772) 233-4315

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

740 SE Indian St, Stuart, FL 34997

(772) 233-4315

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

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