Wealth Management

First Breckinridge Investments

We are pleased to announce the formation of First Breckinridge Investments – our partnership with Investment Professionals, Inc. (“IPI,” www.invpro.com).

This partnership allows us to provide convenient on-site access to an expanded range of financial services from a first-rate brokerage firm – delivered in a customer-friendly environment with the personalized attention you expect and deserve.  Through First Breckinridge Investments, you can take advantage of financial, retirement, estate and education planning services for developing a portfolio that may include mutual funds, individual stocks, fixed income securities, annuities and insurance products.

A financial consultant can be reached directly at (502)479-9678.


Investment Professionals, Inc.

Full-Service Financial Planning, Asset Management & Risk Mitigation Services

Helping to protect your hard earned money while working together to grow it

Investment Professionals, Inc. (IPI) seeks to bring investment, insurance and education, retirement, estate and tax planning strategies into on financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles of both analyst and coach, we recommend tailored, practical solutions, explain complex issues and guide clients through implementation.

Regular check-ups for good financial health
Performance monitoring and maintaining an asset allocation in line with your changing investor profile is central to our role. Your financial consultant will keep you informed of progress toward your goals and show you how much investment income you’ll have underdifferent spending, saving and allocation scenarios over time – and if you’ll have enough.

Benefit from the brain power of the entire IPI team
In developing and refining your personalized financial plan, your financial consultant often works with IPI colleagues firmwide to bring our full range of resources to bear in support of your goals. Our 20-year record of client focus and achievement has been possible because we go the extra mile for our clients.

Risk-managed financial strategies for individuals and business owners
Our best practices comprehensive approach to financial planning is designed to help mitigate risk. We can provide individual services or conduct comprehensive planning based on your preferences and comfort level. Welcome to IPI.


Investment Professionals, Inc.

Founded in 1992, Investment Professionals, Inc. (IPI) is a full-service broker/dealer providing a broad range of investment products and services to individual and business clients. Our 20-year record of success is grounded in our ability to build the strong foundation of trust that drives mutually successful relationships. As a client, you will have access to IPI’s full team of experts, including financial and retirement planning, insurance, and annuities, stocks, fixed income, estate planning, and trust services.

 


NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name First Breckinridge Investments are in no way affiliated with or offered by River City Bank, nor is River City Bank a registered broker/dealer. Customers working with First Breckinridge Investments will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.