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:
401(k) and retirement plan rollovers529 and other educational savings plansAdvisory accountsBondsBrokerage accountsCommon stockGovernment securitiesMutual fundsSIMPLE, SEP and other self-employed retirement plansTax advantaged investmentsTax deferred annuitiesUITs
Comprehensive financial planningInsurance analysisPortfolio analysis and optimizationRetirement planningTax planning
Charitable giving strategiesEstate planningLife InsuranceLong-term care
Emotional vs. Strategic Decisions
A Bucket Plan to Go with Your Bucket List
Planning for the Expected