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

<p>Alternative Investments - Going Mainstream</p>

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More
<p>Lifetime of Earnings</p>

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
Learn More