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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

E-mail:

Let Us Earn Your Business!!

                      Jim Tucker, CLU                                          Mike Tucker 

Welcome to IPA Financial Services, Inc.

Our firm offers over 80 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 

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Describes convertible bonds and their balance of stability and upside.

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Outlines how estates handle debts of deceased individuals.

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At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How much life insurance would you need to produce a sufficient income stream for your family?

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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