Services we offer


We offer:




 


Financial Planning


Investment Strategies*


Retirement Funding Strategies


Estate Conservation Strategies and Analysis


Charitable Giving Strategies*


Life Insurance


Deferred Compensation (457) Plans


401(k) and 403(b) plans


Stocks & Bonds


Mutual Funds


Disability Income Insurance


Long Term Care Insurance


Traditional & Roth IRA’s


Business Overhead Protection


College Education Funding Strategies


 


 


* Neither Investment Professionals Inc.nor its representatives provide tax or legal advice. Please consult your tax and legal professional.