FINANCIAL PLANNING

Holistic Approach to Financial Planning that Delivers Success

The Financial planning community is rife with groupthink and a herd mentality approach to financial planning.  Many of the planning decisions are very cut and dry. Should you pay off your Mortgage? What’s the best vehicle for saving for your children’s college? When should you start taking your social security? etc. A professional planner should know these cookie-cutter answers. Where a planner fails to deliver is understanding how to deploy those assets to ensure that the plan financially meets many of these aforementioned questions.

A good financial plan is similar to a dartboard with the bulls-eye being the most important aspect of the plan and how the capital is invested.

IPS Strategic Capital, led by the Founder and CEO Dominick Paoloni brings unrivaled financial planning and portfolio management expertise to our clients. 

Dominick, Founder & CIO of IPS, established the firm in 1993 with one main goal, to protect investors from catastrophic wealth destroying market events. His life’s work is striving to deliver unrivaled risk management solutions to his clients

Dominick Paoloni has served the investment community for over 35 years.  Dominick received his Certified Investment Management Analyst (CIMA®) through the Wharton School of Business and completed the College for Financial Planning’s CFP certification program. 

An Adjunct Professor at the University of Denver and the University of Colorado Denver, he frequently lectures in Denver and internationally on the real-world use of derivatives in risk-defined money management.

Dominick is a nationally known writer, facilitator, and radio host, and commentator.  In 2009, he was recognized by Morningstar Advisor Magazine for successfully protecting his clients against the disastrous 2008 meltdown with innovative portfolios which weathered the storm with only a small fraction of the market’s losses.  He has also been featured in numerous other publications, including EQ Derivatives Magazine, Financial Planning Magazine, the Denver Post, and the Journal of Investment Consulting, which published one of his white papers. 

Dominick and his team have 50 + combined years of expertise in financial planning involved in all aspects of life decisions from estate planning, retirement, college, long-term care, real estate, and wealth transfer gives our clients a holistic approach to one’s life journey.

The IPS approach has 5 steps to financial planning success

  • Step 1 – Defining and agreeing with your financial objectives and goals. …
  • Step 2 – Gathering your financial and personal information. …
  • Step 3 – Analyzing your financial and personal information. …
  • Step 4 – Develop and implement a financial plan that succeeds.   

For a complimentary financial plan, please email us at info@investps.com    

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