INCOME & ESTATE PLANNING PARTNERS, P.A. was founded in 2008 on the principle of independence. Our advisors build long-lasting relationships with clients while providing personalized education and trusted financial advice. We help individuals, families, and business owners make informed decisions that shape their future. Our specialties include estate planning—such as wills, health directives, and trusts—along with risk management, wealth accumulation, and retirement income strategies.
We proudly serve clients from our office in Newark, Delaware, including but not limited to the surrounding areas of Wilmington, Bear, Middletown, and the Greater Philadelphia region. Our team works with clients up and down the East Coast and across the U.S., offering both in-person and remote meetings to meet clients where they are—conveniently, securely, and confidentially.
I&E Planning Partners is a proud Firm of Lion Street, Inc., a leading financial services company based in Austin, Texas. Lion Street comprises an elite national network of firms and professionals specializing in advanced financial strategies for high-net-worth individuals, family offices, business owners, and corporate clients. This affiliation provides us with preferred access to top-tier insurance carriers and financial institutions, strengthening our ability to meet the complex needs of our clients.
Our Team
At I & E Planning our team of client managers was crafted to give you the specialized service and advice your seeking for today’s needs or the long-term plan. We are built on handshakes, relationships, and referrals. Many of our clients have worked with us for many years and often decades into the future. Products can be acquired anywhere, but relationships are special and is our number one corporate pillar. Our clients are our friends and we serve them with diligence and compassion.
Our team is empowered people who think and act in ways that will get the job done effectively, while adhering to processes that ensure proper compliance. We hold ourselves, and our partners accountable for everything we do. We earn the confidence others place in us as individuals and as a company. We look forward to serving you.
*Not associated with Lion Street Financial, LLC.
