IBS personal solutions

Discover what amazing personal solutions IBS offers


We offer a wide variety of products and services to help you solve today’s personal financial problems and to prepare for the future.

Financial Resource Services

•Life & Disability Income Insurance Needs
•Retirement Income Needs
•Budgeting and Cash Flow Study

Retirement Products & Services

•Individual Retirement Accounts (IRAs)
•Retirement Needs Review
•Long Term Care Insurance

Tuition Funding Programs

•College Costs Analysis

Estate Planning

•Estate Preservation
•Tax Reduction Strategies
•Charitable Giving