Career Changes
What should I do with my 401(k), 457, or 403(b) when I change jobs?
920-886-1300
Christine Rondeau, CFP®
Emily A. Cuadra, Client Service Coordinator
Emily A. Cuadra, Client Service Coordinator
Set Goals•Create a plan•Execute
We create strategies to fit your financial future
At IPI, we have created partnerships with some of the top names in the field, to help manage your money.
At our firm, we know that one size does not fit all. So, we get to know you, your needs and goals, and we create a personalized portfolio, using the strategies and products that fit your life now, and the future you want to live.
How We Work
Stages in your investing life
You will go through many transitions and stages in life, and those stages often call for different investment strategies.
College Planning
How can I help my children pay for college?
Aging Parents
How can I help my parents with their needs, while still keeping an eye on mine?
Retirement
How do I turn my employer-sponsored retirement plan into an income stream I can live on?
For over 20 years, I have put my heart into my work, building strong and lasting relationships with my clients. Together, we walk through sometimes difficult transitions in life, to find a meaningful and purposeful life in retirement.
Christine Rondeau, CFP®401(k) Rollovers
Transforming your hard work and savings into long-term financial security, at the time of a job change or at retirement.
Fee-based Advisory Solutions
I interview and partner with some of the leading portfolio managers, to find you the best allocation and diversification, using a variety of investments. We can use individual stocks, bonds, ETFs, mutual funds and various other alternative solutions, but only those solutions that are in your best interest.
Direct Investment
At times, investing smaller amounts directly at a fund company, is the right fit, for those just getting started. We will review your situation and find the right fit.
Insurance and Annuities
In lieu of the old company pension, which has gone by the wayside, these products may have a place in your portfolio, to create a more steady income stream, but again, only if it is in your best interest and fits in your individual plan.
Christine A. Rondeau, CFP®Call to start planning with us today
We are ready to work with you to develop the right strategy no matter what stage of life you are in.