Skip to main content

Securities and Investments

Have the right resources at your fingertips.

Secure your finances and meet your goals.

Home » Securities and Investments

With your financial security as our top priority, we can help you reach your retirement, college savings, and other financial goals. We ensure securities through our affiliations with Investment Planners, Inc., FINRA, and SIPC. Check the background of this firm on FINRA’s BrokerCheck.

Investment Philosophy

The overwhelming majority of people cannot explain why they own the investments they have or even accurately define their risk tolerance. This causes people to invest in an ad hoc random fashion, without rhyme or reason. The result is less than desirable investment returns. Worse yet, many people continue to place their assets into guaranteed investments because of a lack of trust or understanding. Most often, this will lead to financial failure. Our goal is to help you understand the three keys to successful investing: diversification, defining risk tolerance, and determining the appropriate asset allocation.

Available Investments and Services

  • Annuities
  • Asset Allocation
  • Certificates of Deposit
  • Closed-End Funds
  • College Planning
  • Convertible Bonds
  • Corporate Bonds
  • Education Funding
  • Estate Planning
  • Financial Planning
  • Government Securities
  • Insurance
  • IRAs
  • 401(k)s
  • Long-Term Care Planning
  • Margin Accounts
  • Money Market Funds
  • Municipal Bonds
  • Mutual Funds
  • Options
  • Pension and Profit-Sharing Plans
  • Portfolio Reviews
  • Preferred Stocks
  • Research Reports
  • Restricted Securities
  • Retirement Planning Stock Analysis
  • Stocks—Common and Preferred
  • Tax Planning
  • Trust Services
  • Unit Investment Trusts Variable Life Insurance
Finra Logo

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Baker Welman Brown Financial Services is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

Securities & Investments - Senior Couple Looks Happy and Excited as They Review Paperwork With a Financial Advisor at His Desk, Wife Holding Coffee and Husband Wrapping Arm Around Her