Specializing in retirement income solutions.

Wealth Management

Meet all of your goals

At retireXP we feel that in order to truly manage your wealth each of these components needs to be analyzed, and more importantly they need to be integrated and working together with each other to meet all of your goals.

More Options

Wealth management can mean different things to different people. Services include Investment advice and portfolio management, tax planning, asset protection, and estate planning to name a few. At retireXP we feel that in order to truly manage your wealth each of these components needs to be analyzed, and more importantly they need to be integrated and working together with each other to meet all of your goals.

We help pursue your wealth management goals through astute investment management

At retireXP, we maintain an In-house expertise in the following areas:

  • Retirement Income Strategies
  • Wealth Accumulation
  • Asset Protection
  • Social Security Planning
  • Investment Advisory Solutions
  • Life Insurance
  • Tax Minimization Strategies
  • Long-Term Care Strategies
  • IRA & 401(k) Rollovers*

However, we do not ask clients to give up existing advisory relationships. Instead, we will work with trusted CPAs, Attorneys, etc. to recommend strategies that best address your stated needs.

At retireXP, we can refer you for the following services:

  • Trusts
  • Probate avoidance
  • Charitable Giving
  • Estate Planning
  • Tax Planning
  • IRA Legacy Planning

Our insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.

To schedule a time to discuss your financial future, contact us at retirement@ibmsb.com or call us at 682.214.2330 today!