Services & Products
 At IBC, we believe that education is key to making the right decisions that lead to fully integrated benefits for you, your family and/or your business. That is why we offer a full spectrum of services and provide assistance so you can find it all in one place, with one team.
Start with a Comprehensive Financial Plan created by IBC and custom designed to reflect your lifestyle and goals while being sensitive to your specific risk levels. Your plan may include Retirement Goals, Education Funding, Investment Management, Cash Flow, Long Term Care and Critical Care Planning, and Estate Planning and Tax Advantage Strategies
Or let us help you with planning for your organization, including: Employee Benefits, Business Succession, Partner Agreements, Executive Compensation, and Employee Education Programs.
And since IBC is not affiliated with any one service provider, all of our products and services are available on a bundled or individual basis.
You can learn more by Contacting Us or clicking below on a topic of interest. You’ll find helpful information along with animated e-seminars that will show you facts, figures, trends and fundamentals of the given topic and at the same time help you make appropriate choices for your situation. Feel free to use our general glossary if you need clarification on a financial word or phrase.
Financial Planning:
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Comprehensive
Financial Plans
Retirement Plans
Education Plans
Estate Strategy Planning**
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Tax Planning
Assistance
Cash Flow Analysis
Charitable Giving
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Critical Care Planning:
Investments*
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Stocks
Bonds
Treasury Bonds
Mutual Funds
Brokerage Accounts
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Advisory Accounts
Variable Annuities
Traditional IRA
Roth IRA
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Business
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Employee Benefits
- Employee Benefits:
You have to offer them BUT
do you really have to pay for
them all? Read full MediNews Article
Health Insurance
Section 125 Plans
401k Management
& Pension Plans
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Executive Compensation
Business Succession
Partner Agreements
Financial Education
Programs
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* Offered through Park Avenue Securities, LLC (PAS), 954 Ridgebrook Road, Suite 300, Sparks MD 21152, (410) 828-5400.
Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
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