Investment Planning Services, LLC has offices located in the Bank of Milton and the Bank of Edgerton (a branch of the Bank of Milton).

Investment Planning Services, LLC provide investments in stocks, mutual funds, annuities and other products that compliment the bank’s insured deposit products.
Other services, like 401K rollovers the designing of 529, educational funding, protecting assets with Life Insurance and Long Term Care Insurance are examples of other services provided to meet customer’s needs.

The services provided by Investment Planning Services, LLC are unique in that they work with their clients to develop an overall financial plan prior to recommending investments to achieve the individual(s)’s financial goals. Clients have the assurance that they have a plan in place to achieve long term objectives.

For a free, introductory consultation, with no obligation, please contact:

Investment Planning Services, LLC
Milton Office by phone at 608-868-7672 
Edgerton Office by phone at 608-884-9622 

You can also reach IPS via email by clicking here.

The investments recommended by Investment Planning Services, LLC are not deposits, or the obligation of the bank, the FDIC, any other governmental agency, or Investment Planning Services, LLC. The investments recommended involve risk, including possible loss of principal invested.