Services

Financial Guidance | Account Types | Investment Types

Independent Brokers Group works with individuals, families, and business owners to help organize financial priorities, evaluate options, and make informed decisions.

Services include wealth management, financial planning, investment guidance, retirement planning, business owner planning, and insurance or annuity planning, depending on each client’s needs, circumstances, and applicable approvals.

Comprehensive Financial Guidance

Wealth Management

Wealth management brings together different parts of a client’s financial life, including investments, retirement goals, income needs, risk tolerance, family considerations, and long-term planning priorities.

Independent Brokers Group works with clients to understand their broader financial picture and provide guidance designed around their individual goals and circumstances.

Financial Planning

Financial planning helps clients make more organized decisions about the future. This may include reviewing income, expenses, retirement goals, investment accounts, insurance needs, tax considerations, estate planning priorities, and other financial factors.

When appropriate, planning may also involve coordination with a client’s attorney, CPA, or other professional advisors.

Investment Guidance

Investment guidance should be based on each client’s objectives, time horizon, financial situation, and risk tolerance.

Independent Brokers Group helps clients evaluate investment options and portfolio considerations within the context of their broader financial plan.

Retirement Planning

Retirement planning involves more than selecting a retirement date. It includes thinking through income needs, investment allocation, Social Security considerations, withdrawal planning, risk management, and long-term lifestyle goals.

Independent Brokers Group helps clients review these considerations and make informed decisions before and during retirement.

Business Owner Planning

Business owners often have financial decisions that overlap between their company, family, and personal financial life.

Independent Brokers Group works with business owners to review planning priorities such as retirement plan considerations, investment accounts, succession planning discussions, and long-term financial organization..

Insurance & Annuity Planning

Insurance and annuity products may play a role in a broader financial plan depending on the client’s needs, risk considerations, and income objectives.

Independent Brokers Group can help clients review options such as life insurance, long-term care considerations, and annuity strategies when appropriate.

Account Types

Independent Brokers Group assist clients with a variety of account types, subject to suitability, eligibility, and approval.

Individual accounts
Joint accounts
Traditional IRAs
Roth IRAs
SEP IRAs
SIMPLE IRAs
401(k), 403(b), and 457 plans
529 college savings accounts
Trust accounts
Corporate accounts
Life insurance and annuity products
Extended Care

Investment Types

Depending on the client’s objectives and circumstances, investment options include:

Stocks
Bonds
Mutual funds
ETFs
CDs
Money market options
Managed portfolios
Annuities, where appropriate

Ready to start the conversation?

Contact Independent Brokers Group to schedule an introductory conversation.