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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 

Describes how Roth accounts can generate tax-free retirement income.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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

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Use this calculator to estimate how much income and savings you may need in retirement.

Will you be able to afford nursing home care?

How Long Will It Take to Pay my Balance?

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

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