Our Qualifications

We have been working with individuals and businesses in their homes or places of business since 1987.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

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

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

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

 has been in the financial services industry since 1989. With many years of experience in asset management, estate planning and advising clients in the management of their investment, Mike will add value to your portfolio. He has a Bachelor’s Degree from Southwest State University. Mike holds securities licenses 7, 63, and 24, and is licensed in over 20 states Gregory

 Gregory Smith,Gregory.Smith@Investment-Planners.com ,a Registerd Representative / Invesment Advisor Representative of Investment Planners Inc..

 I have been in the financial services industry since 1987. With many years of experience in asset management, estate planning and advising clients in the management of their investment, I have the expertise to help you add value to your portfolio. I hold several different securities registrations 6, 7, 63, and 66, as well as Life Insurance licenses in the States of Illinois. I am also appointed in the State of Illinois as a Investment Advisor Representative.