Services for Individuals and Business Clients

As a full-service broker/dealer, IPI provides a broad range of investment products and services to individuals and business clients. Our 16-year record of success is grounded in our ability to build the strong foundation of trust that drives mutually-successful relationships.

> Financial Planning > Structured Products Group
> Retirement Planning > Global Wealth Group
> Education Planning > Private Asset Management
> Estate Planning > Asset Management
> Trust Services > Small Business Investment Services
> Fixed Income Group > Employer Benefits Planning

Because IPI financial consultants are genuinely concerned about your
long-term financial security, we encourage you to share comprehensive
financial information for developing a plan to achieve real objectives. If
you are not a candidate for wealth management or estate planning services, you can take advantage of the many products and services we offer to fit your preferences and circumstances.

Using a collaborative approach to help you manage your financial affairs, we provide tailored, dynamic financial solutions over time that consider the needs of all family members. This holistic approach helps you navigate the financial waters in preparation for life and family events such as buying a house, saving for college and retirement.

NO BANK GUARANTEE | NOT FDIC INSURED | 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 Community Investment Professionals, Inc. are in no way affiliated with or offered by Community Bancshares, Inc, nor is Community Bancshares, Inc. a registered broker/dealer. Customers working with Community Investment Professionals, Inc will be dealing solely through IPI with respect to theirinvestment, 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.













Eric Carlson
Financial Consultant

Address
12590 Emerald Coast Parkway
Miramar Beach, FL 32550

Phone
Office: 850.269.5959
Toll Free: 866.998.6533
Cell: 850.865.2533
Fax: 850.650-9678

Web
www.invpro.com

Email:
eric.carlson@invpro.com