Investment & Insurance Planning Services, LLC
Helping You Navigate A Path Toward Your Vision of Financial Success.
Oviedo, Florida
About Us
Investment & Insurance Planning Services (IIPS) is a group of independent, fee-based financial advisors specializing in retirement and investment management. They serve individuals, families, and small business owners in Oviedo and across Central Florida, focusing on pre-retirement planning and career transitions. The firm utilizes a four-step 'Invest-Sure' process to discover client priorities, implement tailored financial roadmaps, and monitor progress. Their expertise covers estate and legacy planning as well as insurance reviews, providing clarity for clients including engineering professionals, pilots, and academic staff.
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