Individual Financial Planning
Located within all Independent Bank locations, our team is able to provide you with objective advice. Be Independent.
With the understanding that every investor's goals are different, we tailor our education and guidance to build a long-lasting relationship with you.
We deliver a wide array of solutions from financial planning, to employer sponsored retirement plans, and even identify any potential insurance gaps.
When it comes to life insurance, you don't want to take a "set it and forget it" approach
Get a free estimate on the amount of coverage you may need by using this Life Insurance Calculator
Click below to contact your Community Financial Advisor for a review
AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress.
IB Wealth Management has locations throughout Michigan.
- Robert Kiyosaki
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."