Products & Services

Products & Services

Our team specializes in helping individuals develop sound financial strategies. Whether you are retired, approaching retirement, or far from it – please take time to explore our website and the wealth of information we offer. We will educate you on financial concepts and products to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Business Planning

Retirement Plan Design
401(k)
Roth 401(k)
403(b)
457 Plans
SIMPLE Plans
SEP Plans
Defined Benefit Plan
Cash Balance Plans
Solo 401(k)

Individual Financial Planning

Retirement Plans
401(k) Planning
403(b) Planning
Traditional IRAs
Roth IRAs
IRA transfer and rollovers
College Plans- 529 Accounts
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Tax Plans
Tax Advantaged Investment Planning
Health Savings

Investments

Stocks
Bonds (corporate, municipal, government)
Mutual Funds
ETFs (Exchange Traded Funds)
Brokered Certificates of Deposit (CDs)
UITs (Unit Investment Trusts)
Annuities
Advisory - Fee based
Alternatives
Government Agencies (T-Bills)

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Buy Sell Agreements
Key Man Life Insurance
LIRP's (Life Insurance Retirement Plans)
Liability Insurance

For more information about our firm and the services we offer, send us an email or call us. We welcome the opportunity to speak with you.

IBWealth@IBCP.com | 800.300.0459