Innovative Planning Group

Some of the most important financial conversations are also the hardest to start. At IPG, we help families navigate the conversations that shape future generations - from values and intentions to wealth, legacy, and financial literacy. Sometimes the biggest step is simply getting everyone in the same room. We’re here to help shrink the gap. Ask your advisor about scheduling a “Next Gen” meeting with your loved ones. #GenerationalWealth #Intention #FinancialLiteracy #Growth

After our May team meeting, the IPG team spent the afternoon volunteering at Feed My Starving Children, where we packed meals for children in Uganda. Together, we packed enough meals to feed 45 children a daily meal for an entire year! Experiences like this are a meaningful reminder that impact often comes from simple moments - showing up, working together, and contributing to something beyond ourselves. It was a chance for our team to step away from the day-to-day, connect in a different way, and support an organization doing important work around the world. We’re grateful for Feed My Starving Children's mission and proud of our team for giving their time and energy to serve others. #TeamIPG #CommunityImpact #Volunteerism #FeedMyStarvingChildren

Markets evolve - and portfolio strategies need to evolve with them. In this latest article, our CIO, Justin Larson, CFA, discusses how the relationship between stocks and bonds has changed in recent years and what that could mean for retirement investors moving forward. As inflation and market dynamics continue to shift, diversification may require a broader approach than traditional stock and bond allocations alone. Attached are Justin’s insights on how IPG is navigating this changing environment for clients. #WealthManagement #FinancialPlanning #MarketOutlook #Diversification

Last week, Innovative Planning Group proudly celebrated the ribbon-cutting of our new meeting location inside First National Bank of River Falls alongside the River Falls Chamber of Commerce. At IPG, we believe advisors grow best when they have more than resources! They need strategic partnerships, community visibility, and opportunities to build meaningful client relationships. This new location is a reflection of how we help advisors expand their footprint, strengthen their local presence, and create high-touch planning experiences within the communities they serve. We’re proud to support advisors like Matt Quinn as they grow intentionally and deepen their impact. At IPG, we don’t just talk about growth - we help create it. We’re grateful for the warm welcome, the support from the community, and everyone who joined us to celebrate this milestone. We look forward to continuing to serve families, individuals, and businesses throughout River Falls for years to come.

Financial decisions rarely happen in isolation. Our Personal CFO approach is built around coordination - connecting planning, investments, tax strategy, and business decisions so each piece is considered within the bigger picture. We shared a few thoughts on what that perspective looks like below. If you’d ever like to explore how this approach could apply to your own financial life, we’re always happy to continue the conversation. #FinancialPlanning #WealthManagement #PersonalCFO #FinancialStrategy

Another day celebrating IPG anniversaries! 🎉 Three years ago, Jodi Gibson CRPC®, Jordan Wold, and Dawn Bembenek made the decision to join IPG, and we are so thankful that they did. Their partnership not only strengthened our team, but also expanded our ability to serve clients more meaningfully - bringing our approach and resources into the Hudson and Amery communities. Over the past three years, they’ve continued supporting their clients with care and consistency, and contributed to the continued growth of IPG. We’re grateful for the trust they placed in us and for the impact they continue to make each day. Cheers to the past three years and all that’s ahead! #TeamAnniversary #Appreciation #Finance #Investment #Advisor

Happy 3-Year IPG Anniversary, Matt Quinn! 🎉 Over the past three years, you’ve continued to serve your clients with a steady, thoughtful approach to every relationship. Your ability to simplify complex decisions, provide clear guidance, and meet clients where they are speaks to the depth of your knowledge and experience. We’re grateful for the role you play at IPG and look forward to what the next chapter holds! #HappyAnniversary #Finance #Advisor

A look at how markets unfolded in Q1 through three key charts capturing both early momentum and the volatility that emerged later in the quarter. These visuals highlight shifts across asset classes and reinforce the importance of staying diversified through changing conditions. Check it out ⬇️ #MarketUpdate #InvestingInsights #WealthManagement #GlobalMarkets

So much to celebrate here at IPG!! This week, Katie Kroll was nominated at University of Wisconsin-River Falls for her outstanding impact on and off campus by faculty and students. She has spent hours participating on speaker panels, in classrooms, and working with career services to set students up for success. A huge congratulations to Katie on such a deserved honor. Last week, Kaylee McClellan, CFP® was a breakout session speaker at the Women Entrepreneurs of Minnesota event! In this session, Kaylee shared practical strategies to help entrepreneurs think beyond revenue and begin building sustainable, long-term wealth. What an incredible event to be a part of!! Lastly, Andrea Schrieffer, CFP® sponsored a table at the Cheers for Children event put on by CornerHouse! It was an incredible night raising awareness for Cornerhouse's mission and raising funds against child abuse. The legacy and impact they have on children's lives is so important. So thankful for partnerships with these women and these incredible organizations! #Impact #Legacy #Education #FinancialAdvising #GivingBack