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
Newsletters
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Don’t Take the Bait: Top Tax Scams in 2025
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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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.