Financial Learning

IBC Investment Services' financial solutions will guide you through a financial planning process to help you:

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Identify your financial goals

Review your current financial situation and identify growth needs.

Define Your Risk Tolerance

Learn the degree of risk you are comfortable with.

Identify Suitable Investments

Identify how much of your assets should be directed to income producing versus growth-oriented investments.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. IBC Bank and IBC Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using IBC Investment Services and may also be employees of IBC Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of IBC Bank or IBC Investment Services. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Washington.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Retirement

IBC Investment Services can help you with retirement planning from 401k rollovers to IRAs.

College Savings

IBC Investment Services understands college savings plans. IBC Investment Services can help you establish the right college savings accounts for you.

Estate Tax Planning

Estate and gift taxes no longer apply only to the very wealthy. Increasing asset values and the likelihood of continued estate taxes necessitates sound planning.