Meet IPS

Integrated Planning Strategies is a financial and insurance services firm based in St. Louis, Missouri. With our extensive knowledge and years of experience we offer our clients a wide range of products, including term life, permanent life, long term care, disability insurance, voluntary benefits for small businesses and extensive estate planning services. We genuinely believe in educating retirees and pre-retirees about the importance of proper retirement income planning. Through financial education, we help people make excellent financial decisions.

Jordan Tobin

You know the old saying… People don’t know, what they don’t know. And money can be so personal that many of us simply fail to plan because we did not know or want to ask how, for fear we might look foolish.

Jordan Tobin is a seasoned, understanding, and analytical professional who will work with you through every detail, without judgment, to make sure your benefits and financial opportunities work their best for your lifestyle and desires. Informed money decisions are the best decisions.

Integrated Planning Strategies has been successfully guiding clients, just like you, for nearly 60 years. One call with Jordan and you will instantly see why people from all walks of life, and in all stages of their careers, depend on his wisdom and ability to guide their plans for a fulfilling and solid financial future. Jordan will give you plain talk about your money and your choices, with no particular bias or specific company recommendation.

Jordan is married and has four children and 11 grandchildren.

To contact Jordan please call 314.489.4019.

Rivka Dushoff

We are pleased to announce the addition of Rivka Dushoff to Integrated Planning Strategies LLC.

Rivka’s background has always focused around Education and outstanding Customer Relations. She is excited about applying her skills to help our clients achieve their financial goals. Rivka says, “Life insurance, and retirement planning & investing are really about educating the client to consider all financial roads and opportunities. Their informed choices will help them achieve their long term goals.”

Jerry Grossman

Associate

My name is Jerry Grossman. I am a Registered Financial Consultant and Certified Senior Advisor. I have provided guidance and assistance for families with retirement and health planning for 35 years. I am the Director and Founder of the Senior Service Resources. This group of professionals provides advice, resources, and solutions regarding topics such as retirement strategies, conserving income streams, auto and home protection, real estate, Estate Planning, Medicare, In Home Care, Hospice, and solutions for pre-retirees and seniors.

I am proud to be an associate of Integrated Planning Strategies LLC, educating families regarding the need for Long Term Care and how it can be paid for.

Bernard Tobin

It is with profound sorrow that we announce the passing of
Founder and Partner, Bernard Tobin, March 10, 2021.

Bernard began his insurance career in 1963 with Lincoln National Life Insurance. In 1967 he earned his Charter Life Underwriter (CLU) designation. Then he continued with Lincoln National until 1999, ultimately striking out on his own, starting Integrated Planning Strategies, LLC.

Bernard’s success was based upon delivering products and services specifically designed for each client’s needs, completing annual reviews, and making them feel like family.

Bernard was married to Cecile and has three children, 9 grandchildren and 13 great grandchildren.

Integrated Planning Strategies, LLC, a full brokerage agency which provides access to multiple products and services to better serve our clients. Our firm does not charge management fees or have minimum asset requirements. Clients include individuals, young families just starting, established families preparing for college and retirement, and those ready for retirement. In addition, we work with small business owners and their employees with voluntary benefits programs that increase retention, reduce accidents and keep annual health insurance premium increases minimal. The secret to our success is to provide our clients a complete financial package starting with truly understanding their needs, desires and goals, which is accomplished by listening first. After we truly understand our clients’ needs and desires, we can then create a plan that meets their needs.