• IPA

Financial Planning for IPA Pilots

Our goal is to help you find financial clarity. Whether you are at the peak of your career or descending into retirement, our team is here to help you create a financial plan that works for you.

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You Manage the Mission. We’ll Manage Your Portfolio.

While our office is located in Louisville, KY, we work with clients around the world. We know you’re on the go – our systems are designed for 24/7 global access allowing you to stay as connected to your finances as you choose to be. Cerity Partners offers a complimentary consultation for IPA pilots to review the following topics and address any questions you may have:

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  • Your IPA/UPS contract & the benefits offered to you
  • Your A plan & B Plan
  • Which pension you would fall under (flat dollar or percentage benefit)
  • Your healthcare options and how your VEBA interacts with your medical benefits
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Explore Our Solutions

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Wealth Management

Financial Planning

Investment Solutions

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management
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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

Meet the Team

Ben Hardin

Principal

Leslie Tudor

Associate

Joe Tichenor

Partner

Brad Nenni

Senior Associate

Jonah Gelhaus

Senior Associate

Austin Jones

Principal
Joe Tichenor
Our IPA advisor team and fellow colleagues are extremely excited to join Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing IPA clients, employees and retirees. With consistent change related to your IPA benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”

Joe Tichenor, CFP®, Partner

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals.

For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:

  • Your IPA/UPS contract & the benefits offered to you
  • Your A plan & B Plan
  • Which pension you would fall under (flat dollar or percentage benefit)
  • Your healthcare options and how your VEBA interacts with your medical benefits
Schedule Now

Thomas Decker

Senior Principal

Individuals and Families

3 Steps to Take You from “High Income” to “High Net Worth”

February 25, 2025 - Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…

Individuals and Families

10 Smart Ways to Use Your Bonus

February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…

Stephen Klingler

Principal

Individuals and Families

5 Things to Do in a Down Market

March 23, 2023 - Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Individuals and Families

Financial Planning Opportunities in a Down Market

April 24, 2025 - In times of economic uncertainty, discussing options with your financial advisor is important. Explore planning opportunities from Cerity Partners.

Cerity Partners is not contracted with, endorsed by or affiliated with IPA.

Please read important disclosures here.

Specialized Financial Planning Advice for Your Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Joe Tichenor headshot

Joe Tichenor

Partner

Specialized Financial Planning Advice for IPA Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Book your meeting

This call is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Joe Tichenor

Partner

Joe Tichenor's Headshot

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