Solutions

Need help building your investment portfolio?

That’s where the financial advisors at IHMVCU Investment Services steps in. From building wealth outside your income to financing retirement or education and beyond, we’re with you every step of the way. Whether you’re looking for comprehensive financial guidance, a plan to address a specific goal or just some advice, we’re here to help.

IHMVCU Investment Services can help you with a range of solutions:

Investments

Investments

401(k) and retirement plan rollovers
529 and other educational savings plans
Advisory accounts
Bonds
Brokerage accounts
Common stock
Government securities
Mutual funds
SIMPLE, SEP and other self-employed retirement plans
Tax advantaged investments
Tax deferred annuities
UITs

Financial planning

Financial planning

Comprehensive financial planning
Insurance analysis
Portfolio analysis and optimization
Retirement planning
Tax planning

Insurance & Wealth Transfer

Insurance & Wealth Transfer

Charitable giving strategies
Estate planning
Life Insurance
Long-term care

Things to consider

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Learn More
Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Learn More
The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More