One of the key factors for financial success is establishing a long-term relationship with a professional financial team who knows you well.

Experience the Difference - Enhanced Wealth Management

Our personalized financial planning process provides an opportunity to meet one on one with you, listening to your values and goals.

We will create a comprehensive plan, provide objective recommendations, and through regular progress meetings update your plan as your life and needs evolve. At Investment Planning Counsel, we’re committed to helping you live your dream.

 

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How to make the most out of a Severance or Early Retirement Package

As the economy continues to recover, some companies continue to cut expenses, including payroll. Though you may feel a loss of control, at least initially, there is much you can do to make the best of this involuntary life event.

Click here to learn more!
 
  • I have a great deal of confidence in Stefano Francescut’s ability to always put the client’s interests first. This goes for myself and for the clients I refer to him.

    – Joan Graham, Retired
 
 
  • I admire Stefano’s plan to reach my retirement objectives. The results have been outstanding. I am pleased to have him working on my retirement planning.

    – Carl Benson, Retired