Investment & Insurance Planning Services

IIPS David Blount 

David founded Investment & Insurance Planning Services, LLC in 2005 and has been practicing for over 15 years. During this time, he has developed a niche working with doctors, dentists and chiropractic small business owners. Utilizing his skills in retirement, investment, estate and insurance planning, he can help you solve the financial complexities of making the most of your medical practice and financial assets.

His focus is in helping clients protect and grow their life savings, take care of their loved ones and distribute their wealth in the most tax advantageous manner. As an independent advisor, he’s able to offer financial services from a wide variety of highly rated companies. You can rest assured that his interests are aligned with yours because as a CERTIFIED FINANCIAL PLANNER™ and Investment Advisory Representative he’s obliged to deliver services under a fiduciary standard of care. He understands the competing challenges and opportunities of running a small business.

We’d welcome you to reach out to us for a free consult to discuss your thoughts in more detail. One or more of the following planning strategies may help you build a more secure financial future.

Wealth Management
Assembling a bunch of financial products without understanding how they fit into a long term financial strategy is like buying a bunch of furniture without a house to place it. The plan should come before the products just like the horse before the cart. Many doctors don't know exactly when they'll retire but having a contingency plan in place allows one to move forward with confidence should they wake up one day and realize it's time to make a transition.

Small Business Retirement Plans
Retirement Plan design is one of the best tax saving strategies for doctors offering the potential to protect and grow your wealth and save a lot of money on taxes. Already have a 401k plan, SEP, Defined Benefit Plan or SIMPLE-IRA? We offer a free benchmark analysis to see if you can improve the investment line-up, increase savings opportunities for the doctors and reduce plan fees.

Disability Insurance Planning
The ability to earn an income is YOUR most important asset! Protect it while you can because you can't buy insurance when the house is on fire. We offer some of the best "own occupation" definition individual disability and business overhead coverage. Qualifying physicians can secure up to $25,000 per month of individual disability insurance. Many physician associations offer premium discounts of up to 10%.

Life Insurance
Insured buy-sell planning, business loan protection and executive benefits.

Asset Location
Some financial products are protected in Florida and other states from creditors and predators. Asset location planning can make a difference should you be sued. And that never happens to doctors! Investments can be allocated in such a way to potentially minimize taxes as well.

Fee Based Investment Management
Fiduciary investment management bringing institutional class investment strategies to main street. Our value proposition is to include all of our investment planning services wrapped into a fee that is about the same as an actively managed mutual fund.



David Blount

David J. Blount, CFP®
992 Palmetto St.
Oviedo, FL 32765

Phone (407) 719-0940

Fax: (407) 366-0525

www.davidblountiips.com

Email


INVESTMENTS

Stocks
Bonds
Mutual Funds / ETF
IRAs / 401(k)
SEP, Simple
Defined Benefit Plans

INSURANCE

Life Insurance
Disability Income Insurance
Long-Term Care Insurance
Annuities

SERVICES

Deciding When to Retire

Fee-Based Investment Advisory

Social Security Benefits Analysis

Retirement Planning

Estate Planning Services -
Provided in conjunction with your licensed legal advisor.

Securities offered through The O.N. Equity Sales Company.  Member FINRA/SIPC.  One Financial Way, Cincinnati, OH 45242. 513-794-6794.  Investment advisory services offered through O.N. Investment Management Company.