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About Us
From Texas to Oklahoma, IBC Bank and LPL Financial are in a relationship that allows IBC Investment Services offer an array of investment and planning options that help our clients plan for their personal goals and the future.Client relationships depend on more than just a product. Whether you visit an IBC Bank location or with our financial consultants, our customers leave with a new perspective that impacts their future decisions.
This established alliance with LPL Financial allows its financial consultants to offer a full, complete and sophisticated platform of investment options that will assist our customers, their families and businesses to reach their financial goals!
Whether you're retiring in 10 years or 25 years, Retirement Planning Solutions offered through IBC Investment Services are designed with your future needs in mind. With the help of your IBC Investment Services Financial Consultant, you'll have the tools and guidance to work toward a secure financial future..
The retirement planning Financial Consultants at IBC Investment Services are here with the advice, guidance, customized solutions, and personal attention you need to work toward creating and managing a successful retirement strategy.
- Customized Strategies
- Long-Term Outlook
- A Holistic Approach
- Ongoing Guidance
Protect yourself- and loved ones- with an Insurance policy offered through IBC Investment Services. Together, we'll help you find the policy that meets your personal and financial needs and periodically review it to ensure you're getting the best coverage.
- Term Life Insurance- Affordable, flexible coverage
- Whole Life Insurance, A lifetime of peace of mind
- Universal Life Insurance, designed to meeting shifting needs
- Variable Universal Life, Your choice of flexible investment options
- Single Premium Life Insurance, Preserve your assets
- Disability Income Insurance, solutions for the unexpected
- Long Term Care Insurance, coverage when you need it the most
The Financial Consultants at IBC Investment Services are committed to building the customized Portfolio Management solutions you need to pursue your personal goals. Together, we'll design and implement strategies that can help put you on a path to success.
The Financial Consultants of IBC Investment Services use the Model Wealth Portfolios (MWP) platform to build and tailor a comprehensive wealth management strategy based on your personal goals, risk tolerance, and investment style.
- Top Money Managers
- Wide Ranging Investment Options
- High Level Service
- Next Level Access
Our Team – Focused on what matters most to you
When you become an IBCIS client, you can count on us to be with you every step of your financial journey. It all starts with your dedicated Financial Consultant, who'll take the time to learn about where you've been and where you want to go, laying the foundation for a relationship you can rely on today—and for years to come.
What We Do
FINANCIAL PLANNING
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RETIREMENT PLANNING
INVESTMENT PLANNING & ASSET MANAGEMENT
ESTATE PLANNING & WEALTH PRESERVATION STRATEGIES
LIFE INSURANCE
BUSINESS CONTINUATION & PLANNING
401(K), 403b, SEP, and SIMPLE Plans
Our Mission
At IBC Investment Services, Our Mission is simple. We are committed to proactively identify client needs and offer our products and services to meet those needs with the highest level of integrity. We provide client-centric services with the highest level of care, always keeping your best interests before our own.
Smart Financial Guidance - every step of the way
Whether you're focused on growing your wealth, protecting the wealth you've accumulated, or putting plans in place to transfer that wealth, you can count on us to help you pursue your vision.
Throughout your financial journey, we'll take a holistic view of your priorities and devise an actionable plan for helping you make the most of your assets today—and tomorrow.
FORM A CONNECTION - with client on a personal and professional level
OFFER NEEDS ANALYSIS - uncover client goals by asking probing question to discover client needs
CLEAR CUT RECOMMENDATIONS - recommend solutions from our full suite of products and services or make an introduction to a partner to meet their goals.
URGENTLY EXECUTE THE PLAN - execute on the recommendation and provide education on digital tools.
SERVICE THE CLIENT - excellence in client service is our goal at every interaction. Provide proactive and periodic touchpoints to help clients stay on track to meet goals
OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS! Contact Us
Resources
Financial markets can, and do, change in an instant. To help you successfully navigate this dynamic landscape — and understand its impact on your portfolio and financial plans — you have access to all of the resources listed below.CALCULATORS
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results.
ARTICLES
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
NEWSLETTERS
Will you outlive your retirement income? Are your financial expectations for the coming year realistic? Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
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Send MessageAbout LPL Financial
×LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors with their goals of protecting and growing their clients' wealth. LPL Financials' objective is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with practical investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyzing and developing financial plans that support every stage of its clients' lives; and making product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
*As reported in Financial Planning Magazine 1996-2021, based on total revenue.
Supporting Financial Advisors
LPL Financial offers financial advisors high-touch service, unbiased independent research, superior technology, and diverse investment products and platforms. Through these offerings, LPL Financial is able to reduce complexity for advisors running their own practice, thereby allowing them to focus on what they do best: help their clients attain their financial goals and fulfill their life dreams.
Supporting Financial Institutions
As the nation's largest provider of insurance and investment services to banks and credit unions, LPL Financial offers the products, tools, services, and flexibility financial institutions need to develop customized investment programs for its clients. Clients benefit from the convenience of having their diverse financial needs addressed to the bank or credit union they already know, trust, and do business with.
IBC Investment Services is your local and trustworthy source for a variety of investment products. We believe that the key to successful investing is a function of time, having a portfolio diversified across different asset classes, and recognizing the interrelationships between investment goals, insurance needs and appropriate tax strategies.
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