"Serving You With the Heart of a Teacher"
Jim Tucker, CLU Mike Tucker
Welcome to IPA Financial Services, Inc.
Our firm is owned by Jim & Mike Tucker, a father and son team. Between the 2 of us, we have over 60 years of experience in the financial services business. With offices in Fort Worth and Stephenville we are able to service many clients in our area. 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 Tucker
Newsletters
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Is a High-Deductible Health Plan Right for You?
What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.
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401(k) and IRA: A Combined Savings Strategy
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?