Investment Partners, LTD

About

Investment Partners, LTD, a wealth management organization that believes in the power of planning now for what lies ahead. Whether you're just getting started or planning for retirement, we help you make sound financial decisions at every stage of your life.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Investment Partners, LTD or CES Insurance Agency. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

The advisors at Investment Partners, LTD develop, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals.

Open for 25 years of business, with 5 offices, and a staff with over 395 years of combined financial services industry experience, Investment Partners is honored to be a significant partner helping clients protect existing assets and successfully pursue financial goals.

In addition to our client relationships, we are a valued partner and destination for those financial professionals looking for a committed team of operational leadership to organize, simplify and help you do what you do best.

Keywords

retirement planning, financial planning, 529 plans, exchangetraded funds etfs, estate planning, generational wealth, tax loss harvesting, simple iras, college funding, roth iras, business succession, charitable giving, life insurance, iras, retirement plan consulting, longterm care, hsas, risk management, sep iras, disability insurance

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