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 Financial Guidance 

We can help you Develop Your Financial Goals

We begin by reviewing your current financial situation to determine how existing assets and income must grow to achieve your goals, such as retirement, providing for college education, leaving an estate, or other goals.

We can help you Define Your Risk Tolerance

We help you learn the degree of risk you are comfortable with utilizing a risk tolerance questionnaire. We then select investments that meet your preferences.

We can help you Identify Suitable Investments

We suggest how much of your assets should be directed to income producing versus growth oriented investments, including tax-deferred products, to achieve defined goals while maintaining the desired risk profile.

 

Contact a Financial Consultant to learn more


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© 2010 IBC Investment Services. All Rights Reserved

Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA / SIPC. International Bank of Commerce is not a registered broker dealer and is not affiliated with LPL Financial.

NOT A DEPOSIT | NOT FDIC-INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY BANK | MAY LOSE VALUE

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.