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IPA Financial Services, Inc.

Fort Worth Location:



4200 S. Hulen, Suite 317


Fort Worth, TX 76109


Phone: 817.877.3384


Toll Free: 800.747.3384


Fax: 817.877.3399



Stephenville Location:



801 S. Harbin


Stephenville, TX 76401


Phone: 254.965.2074


Fax: 254.965.4554



Fax:

972-380-0097

E-mail:

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Flipbooks

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Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Neil H. Resnik, LUTCF

                      Jim Tucker, CLU                                         Mike Tucker 

Welcome to IPA Financial Services, Inc.

Our firm offers over 100 years of experience in the financial services business.  We have offices in Fort Worth and Stephenville, Texas.  We work with our clients to help them make educated and informed decisions in the areas of investments, insurance, retirement services, estate planning, and wealth preservation.

We are committed to do our best to empower our clients with the knowledge to make informed decisions so that they and their families can achieve their financial goals.

On our website you will find a wealth of information in the form of newsletter articles, calculators, and research reports.  

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Jim, Mike & Rob

Describes convertible bonds and their balance of stability and upside.

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Shows how qualified longevity annuity contracts create lifetime income.

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Advises small businesses on cybersecurity risk management.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to determine whether you qualify for the different types of IRAs.

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