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

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
Learn More
Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More
Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn More