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Our Services

The Ways We Set Ourselves Apart

We take the time to Discover Core Values - the things that are most important to you. What do you want to accomplish in the coming years - for yourself and your family, your business, and your business associates. As well as your estate - before tomorrow turns into yesterday and its too late.

Next we Fact Find. We evaluate your current financial status. What are you starting with? More importantly, where would you like to go with it? Let's dive deeper to design your custom wealth solution and road map to enable you to live your dreams.

Based on our discussions with you, we design and present a comprehensive Solutions and Strategic Planning Proposal. In a very real sense, this is a "financial road-map" that illustrates how to get where you want to go using specific solutions that align with your foals and aspirations for the future.

When you are satisfied that the plan meets your expectations, INPAC and your wealth advisor move forward to Plan Implementation, keeping you informed and involved every step of the way.

We follow this with a detailed Client Review. We walk through your custom plan with you, revising it as your life changes and keeping it aligned with your goals and objectives.