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Investments

Investment Professionals, Inc. is a full service broker/dealer that specializes in serving the needs of community financial institutions and their customers. IPI's technology and brokerage capabilities allow us to take advantage of their expanded investment research, online order entry, timely news and quotations, and first-rate financial planning.


The investment services office is located at:

First-Lockhart National Bank

111 South Main Street

Lockhart, Texas 78644


Investment Professionals, Inc. offers a wide variety of products suited to your individual and business needs, such as:


Services

  • Estate Planning
  • Business Succession Planning
  • Financial Planning
  • Retirement Planning
  • College Planning
  • Customized Seminars

Insurance

  • Life
  • Health
  • Long-term Care
  • Fixed Annuities

Investments

  • Mutual Funds
  • Variable Annuities
  • Stocks & Bonds
  • Tax-Exempt Bonds
  • IRAs & ROTH IRAs

Company Benefits

  • 401(K) Profit Sharing
  • Defined Benefit Retirement Plans
  • SIMPLE IRA
  • Key Person Insurance
  • Group Insurance

For more information, please call 512-620-9132


Additional Services

Investment Professionals, Inc. offers free financial consultations for individual or business requests.


www.invpro.com (IPI home page)


Ken Baumbach, MBA, RFC®, CFS®

Financial Consultant

First Lockhart phone: 512-620-9132

Toll free: 877-398-3416

Fax: 512-620-9112

San Antonio Office: 210-308-8800

Email: ken.baumbach@invpro.com


FINRA – www.finra.org

SIPC – www.sipc.org

No Bank Guarantee, May Lose Value, Not FDIC Insured