Customer Relationship Summary

Financial Planning Services

Chas Emerson is a CERTIFIED FINANCIAL PLANNER™ professional. He and the IPG team specialize in Investment Planning and Insurance Services by helping clients make the right financial decisions through Family Wealth Planning and Retirement Income Planning.

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Investment Planning and Insurance Services

We understand how critically important our work is in the lives of the families we serve – that understanding drives our mission to invest in our clients lives through long-term relationships, education, service, integrity, and professional knowledge.

Mission & Vision

Our mission is to provide service that exceeds our client’s expectations and to excel as the guardian of all that is entrusted to us.

Our vision for the future is a relentless pursuit to help our clients be fiscally responsible and realize their full financial potential.


  • IPG Investment Planning and Insurance Services

    • Investment Planning
    • Family Wealth Planning
    • Income Planning
    • Insurance Services

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      • Investment Planning

        Investment planning is a process that should be done with care and attention. A sound investment plan applied consistently over several years can help provide a sense of confidence knowing you've taken steps necessary to achieve your goals.

        • Organization through your own Personal Financial Website
        • Independent Advice
        • Access to top tier asset management firms
        • Quarterly/Semi-Annual Meetings to review and evaluate Investment Performance

        • Investments
        • Stocks & Bonds
        • Fee Based Financial Planning
        • Mutual Funds & ETFs
        • Separately Managed Accounts
        • 401(k)/SEP/SIMPLE Retirement Plans
        • Pension & Profit Sharing Plans
        • Variable & Fixed Annuities
        • Brokerage Services
        • UITs & REITs

      • Family Wealth Planning

        IPG works with you and your family to understand your values and what is important to you. We help build the financial strategies that will help ensure financial security for your family for generations to come.

        • Analysis of current estate plan
        • Recommendations regarding estate preservation and ultimate distribution
        • Risk Management (Protection)
        • Life insurance analysis
        • Trust and trust asset analysis

      • Income Planning

        Generating a desirable and sufficient retirement income is the primary objective for clients engaged in planning for the financial future. IPG can help you develop a financial strategy to ensure that your retirement income will meet your needs.

        • Analysis of current and future income needs
        • Recommendations regarding financial instruments needed to fund income needs
        • Quarterly meetings to track income cash flow and financial performance

      • Insurance Services

        Risk management is not fun to think about, but may be crucial to maintaining a sound financial plan. As independents, we can represent you to the marketplace, or we can help you with an evaluation of your existing coverages.

        • Life Insurance
        • Disability Income Insurance
        • Long Term Care Insurance
        • COLI/BOLI
        • Group Health Insurance
        • Group Life, Dental, and Disability Insurance

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Independent Planning Group

2540 Highway 51 South
Hernando, MS 38632

PH: (662) 429-0040
FAX: (888) 207-9309

cemerson@iplanninggroup.com

Check the background of this investment professional on FINRA's BrokerCheck »


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Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, www.SIPC.org, 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. Independent Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Individuals are licensed to sell investments in Alabama, Arkansas, California, Florida, Georgia, Mississippi, North Carolina, Tennessee, Texas.

Individuals are licensed to sell insurance in Alabama, Arkansas, Florida, Mississippi, North Carolina, Tennessee, Texas. Chas Emerson, Domicile State: MS, AR Insurance Lic. No. 17077809.

Independent Planning Group | PH: (662) 429-0040 | FAX: (888) 207-9309 | cemerson@iplanninggroup.com