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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!!

Smiling man in suit and tie

Jim Tucker, CLU

Smiling man in suit and tie

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 

Details 401(k) contribution and catch-up limits for maximizing savings.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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