Wealth Management

IBTX's advisors are dedicated to building comprehensive wealth management plans tailored to your needs.

Based on your goals, IBTX can design an integrated wealth strategy plan for you and your business. We assess your long-term financial stability by reviewing your accounting, tax, retirement and legal objectives. We designate a consultant to work directly with you to look at every angle of your business and increase your bottom line. Through consistent review and communication, IBTX remains relevant while having the ability to readjust your plan over time.

We understand the importance of confidentiality. To supply you with thorough wealth management assistance, we consult with your attorneys and accountants. Our vast experience helps us maintain and often increase your financial status. IBTX delivers more than stability, we uphold a lifelong commitment to our clients.

IBTX Specializes in Wealth Management Solutions Including:

  • 401k Planning
  • Defined Benefit Plans
  • Pension Plans
  • Premium Financing
  • Business Perpetuation Planning
  • Key Person Insurance
  • Buy/Sell Funding & Agreement Insurance
  • Estate Planning
  • Long-term Care Insurance

Wealth Management
Brochure

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Learn how IBTX can help with your business and personal financial planning by contacting us today.

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