Investing & Retirement

PERSONAL INVESTMENT & RETIREMENT SERVICES

NOT EVERYONE HAS THE SAME GOALS WHEN IT COMES TO INVESTMENTS

WHEN IT COMES TO INVESTING, WE DO WHAT IS RIGHT FOR YOU.

Depending on your goals and timing, you may prefer a conservative approach, or you may choose a more aggressive path. Not everyone has the same goals, which is why we offer different plans. And we don’t recommend a plan until we’ve had the chance to sit down with you, learn what your goals are, and – working with you – build a customized plan that will help you reach your investment goals.

ROLLOVERS (401K & IRA)

Depending on your needs, we’ll help you with 401k and IRA planning.

We work with you to develop a customized path to help reach your retirement goals.

The National Investment Center of Central Texas is here to help you with your investment needs.

Check the background of this firm on FINRA’s BrokerCheck. Securities and insurance products are offered by Investment Professionals, Inc. (IPI). Investment Professionals Inc. (IPI) is an independent, nationally-recognized investment and insurance brokerage and asset management firm currently partnering with more than 125 financial institutions across the nation with assets in the range of $35 million to over $7 billion.
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 and Registered Investment Advisor and member FINRA (needs link HERE) & SIPC (needs link HERE). The investment services offered by IPI under the name The National Investment Center of Central Texas are in no way affiliated with or offered by National United, nor is National United a registered broker/dealer. Customers working with The National Investment Center of Central Texas 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.