Our clients are our passion

When we work with you, you become part of our family

Many of our clients have been with us for over 20 years

At IPI, we value our clients for their relationship, not for their account size. We build open, caring relationships with our clients, based on trust and respect and a true desire to do the right thing and put our clients first.

Christine Rondeau

Christine A. Rondeau, CFP®

Christine is a compassionate Financial Advisor with almost 30 years in the industry. As a recovering English major, she loves a good story and has channeled that into learning as much about her clients as she can.

Investing in her clients since 1995, she earned her securities licenses in 2002 and opened her own practice in 2006. In 2016 she furthered her education by earning the CFP ® designation and today, has the skills, knowledge and heart to help her clients through some of the most important moments in their lives. Christine continues to seek out opportunities of education, so she can fully engage with each and every client. From cyber-security for seniors to helping someone transition though grief, she reads, attends class and will always seek out continuing education.

Outside of the office, Christine enjoys golfing with her husband Royal, working and relaxing at their place in the U.P., and spending time with their son and daughter as they step out of college and into the world of adulting.

Integrity

This is the key to the way we do business, delivering services with your best interest in mind.

Performance

More than a return on your investment; it’s making sure you are meeting your life goals along the way.

Innovation

Using the latest technology to enhance the personalized service that we provide to every client.

We are ready to help you gain the financial peace you desire.

Start planning with us today. We offer a free-consultation, because we believe in building a relationship first.

Financial Planning

Working with a CFP® to uncover your goals and create a comprehensive financial plan, tailored to you.

Portfolio Management

Understanding your goals then choosing the investment mix that best fit your goals.

Life Insurance

Finding the right protection for your family and their future.

401K Management

Helping you turn your career savings into an income stream during retirement.

Estate Planning

Ensuring you have documents and beneficiaries in place to carry on your legacy.

Education Funds

Helping to establish 529s/ESAs/Roth IRAs for your children’s’ future.