Who We Are

We founded Investment Planning Services in 1993 as a husband-and-wife team with the goal of helping individuals and families navigate the increasingly complex financial landscape. Jonathan Kravitz focuses on money management and financial planning, while Debbie Kravitz assists in tax strategies as a licensed Enrolled Agent with the IRS. Over the last 32 years, we have built a strong partnership, complementing each other's strengths to provide well-rounded, thoughtful advice to our clients.

In 2023, our son Noah joined the firm, and we’re proud to have him as part of the team. He brings fresh energy and perspective, and we’re excited to see him carry forward the values on which we've built our business.

We are known for our honest and direct approach. If you are looking for a clear picture of where you stand financially and a detailed, realistic roadmap for how to work toward achieving your goals, feel free to reach out to our office. Over the years, our clients have become more than just clients. We have walked alongside them through all of life's seasons: job changes, retirement, marriages, and even the most difficult end-of-life decisions.

We take our role as advisors very seriously and believe that trust and education are the foundations of any strong financial relationship. We pride ourselves on exceptional customer service. Returning phone calls and emails promptly isn’t just a policy—it’s a promise. Whether you are just getting started with your finances or fine-tuning your retirement plan, we are here to guide you every step of the way.