- Tax Planning
- Charitable GivingBank Independent's comprehensive Helping Hands program includes diverse charitable giving and community outreach initiatives to make a positive difference in the lives of our neighbors across the communities we serve.
- Roth IRAIndividual retirement accounts, or IRAs, not only help you save and grow your money for retirement, but also offer great tax benefits. Bank Independent offers several types of IRAs, including fixed and variable rates and Traditional and Roth IRA options.
- Real Estate TaxesA: Bank Independent collects funds in an escrow account to pay the real estate taxes and homeowners insurance premiums due on the property securing your mortgage. If flood insurance is required for your loan, these premiums must also be paid through your escrow account.
- Wealth ManagementSkip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe® Acrobat Reader.
- Financial PlanningIndependent Investments Group offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisors
- Retirement Planning
- AnnuitiesThrough Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies, to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. And, your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.
- Asset Management