Skip to main content
  • Home
    • Featured Links
  • About Us
    • Our Service Pledge
    • Our Associates
      • Patrick T. Phalen
      • Christopher M. Parks, CPA, CFP®, PFS®
      • Amy L. Barnes, AWMA®
      • Lori M. Johnson
      • Christopher A. Karrick
      • Ashlee Wochholz
      • Jim Fair, III, CPA, CFE, CC
      • Logan Gigl
      • Zaide Wilson
    • Our Location
    • Affiliated Offices
  • Wealth Strategies
    • Investing Basics: Embark on Your Wealth-Building Journey
    • Financial Management Insight: Strategies to Help Build Your Future
    • Understanding Social Security and Medicare: America’s Retirement Safety Net
    • Higher Education: College Saving and Funding Strategies
  • Financial Calculators
    • Cash Flow Analysis
    • Net Worth
    • Cost of Retirement
    • IRA Eligibility
    • Required Minimum Distributions
    • Roth IRA Conversion
    • College Funding
    • Life Insurance
    • Savings Goals
    • Home Affordability
  • Markets
    • Argus Research
    • CNBC US Markets
    • The New York Stock Exchange
    • Market Watch
    • Morningstar
    • Nasdaq
    • Yahoo Finance
  • Contact Us
    • Information Request
    • 401(k) Information Request
    • Long-Term Care Insurance
    • Annuity
    • Disability Income Insurance
    • Life Insurance

 

 

Contact Us

Please feel free to contact us with any questions.

Contact Us

Secure File Transfer Portal

If you need assistance with this feature, call us at 217-679-1676.

UPLOAD HERE

NETX Investor Account Access

Login to your INB Wealth account credentials.

LOGIN

INB Wealth

2601 Chatham Road Springfield, IL 62704-4185

Phone:

  • 217-679-1676

Fax:

  • 217-747-5519

E-mail:

  • marketing@inbwealth.com
  • LinkedIn Icon
  • Facebook Icon

Newsletters

  • Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

    In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.

  • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

    This article explains the basics of capital gains taxes when selling a home.

  • Just Your Average Millionaire

    The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

  • HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

    This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators »

 Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. INB Wealth is a trade name of the INB, National Association. Osaic Institutions and INB, N.A. are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

https://www.osaic.com/crs

 

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck