Education Planning
A good education is more important now than it has ever been, and tuition costs continue to skyrocket. It's important to start saving now so that you can afford to give your child the kind of education they deserve. We can help you plan ahead, project costs, and put your money to work in investments that will give your child the opportunity for a well-prepared, successful future.
- Automatic Investment Plans
- 529 College Savings Plans
- UTMAs and UGMAs
If you would you like to learn more about our educational planning services or set up a no-obligation financial analysis, contact one of the IPI Investment Professionals.
Permian Basin area:
Zac Marshall – 432.620.6554 or zac.marshall@invpro.com
San Antonio area:
Kristen Pruitt – 830.980.1381 or kristen.pruitt@invpro.com
Monahans area:
Jim Fredericks – 432.943.2503 or jim.fredericks@invpro.com
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC.
The investment services offered by IPI under the name Security Financial Group are in no way affiliated with or offered by Security Bank, nor is Security Bank a registered broker/dealer. Customers working with Security Financial Group will be dealing solely through IPI with respect to their investment, brokerage, and securities transactions. 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.
Investment products are:
- Not a deposit or other obligation of, or guaranteed by, the bank.
- Not insured by a federal government agency
- Subject to investment risks, including loss of the principal invested
- Not FDIC insured
