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Our Services

Income Planning Group, LLC provides the following services under one roof:

Financial Planning and Account Services

Retirement Income Planning

IRA's

  • Traditional
  • ROTH
  • Beneficiary

College Savings

Pension & 401k rollovers and consolidation

Brokerage Accounts

Investment and Insurance Services

  • Mutuals Funds
  • Annuities
  • ETF's
  • Common Stock
  • Unit Investment Trusts
  • REITS
  • CDs
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Life Insurance
  • Long Term Care Insurance

Tax Services*

Offered By Nicole Baker, Enrolled Agent

  • Individual Tax Preparation and Planning
  • Small Business Tax Preparation and Planning
  • Small Business Accounting Services

*These products and services are not associated with Geneos Wealth Management. or Capital Asset Advisory Services and its subsidiaries. Geneos Wealth Management or Capital Asset Advisory does not provide tax services.

Legal Services*

  • Simple and Complex Wills
  • Revocable and Irrevocable Trusts
  • Health Care Directives
  • Power of Attorney
  • Gift Planning
  • Formal and Informal  Estate Administration
  • Trust Administration

* Suddendorf Legal Services, LLC, Income Planning Group, LLC and Geneos Wealth Management. are unaffiliated companies.  Products and services offered by Suddendorf Legal Services, LLC are not associated with Geneos Wealth Management or Capital Asset Advisory Services and its subsidiaries.

Ph: (763) 559-9213

Fax: (763) 231-2780

Email: info@incomeplanninggroup.com