Our Financial Services

Our financial services

We believe that the current economic climate offers unparalleled opportunities. At iWealth, we aim to help our clients seize these opportunities with our distinct financial strategies:

  • iPath™: This is an 8-step process we’ve crafted to help define and monitor your financial goals. With iPath™, you will have a clear plan to pursue your financial objectives and can expect continuous professional guidance to adjust this plan as your needs evolve.
  • iBuckets™: Through our comprehensive discussions, we aim to understand your financial aspirations and objectives. We then assist you in aligning your financial resources with your long-term and short-term goals, ensuring progress tracking.

We offer comprehensive financial services, covering all aspects of financial management – from investment strategy and retirement planning to risk management and estate preservation. Our specialty lies in assisting clients to develop a holistic, custom financial strategy that caters to their unique needs, and empowers them to pursue their immediate and long-term goals.

At iWealth, Your Interests Come First….

We Integrate The Five Key Areas Of Financial Planning:

  • Adequate life insurance, disability, and long-term care coverage will help protect your assets and reduce risk with unforeseen circumstances.
  • Cash flow analysis, saving and investing strategies, and asset allocation review are just a part of our process to ensure asset and debt management.
  • Tax-managed, tax-efficient, tax-deferred, and tax-free investing for effective income tax management.
  • Custom-designed retirement plans, strategies, and allocation of resources for personalized retirement planning and management to ensure your life’s financial goals.
  • Beneficial distribution options for individual’s assets to future generations and/or charities providing true legacy options.

Our distinct services are listed below. We provide custom strategies and flexible fee structures to best meet your needs.

  1. Retirement Planning – Planning for a comfortable retirement demands strategic thinking. Our Retirement Planning Services provide a comprehensive approach to preparing for your golden years. Leveraging our experience and your personal goals, we create a retirement and investment plan that’s as unique as you are.
  2. Investment Strategy – Knowing how to balance your risk tolerance with your desired financial goals can be challenging. That’s why our Investment Strategy Services carefully analyze your asset allocation and portfolio management to create a personalized plan that suits your needs. If you already have a wealth manager, you may be interested in our Second Opinion Service.
  3. Tax and Estate Planning Strategies – Efficient tax and estate planning can help secure your legacy. Our Tax and Estate Planning Services, along with collaboration with your CPA or estate attorney, can help ensure your wealth is preserved and transferred effectively, all while evaluating tax liabilities. Let us help you safeguard your legacy and provide for your loved ones.
  4. Rollover and Retirement Account Transfers- Navigating your way through retirement account transfers and rollovers doesn’t have to be daunting. With our Rollover and Retirement Account Transfers Service, we can simplify the process for you. Whether you’re considering consolidating your retirement savings or looking for better investment options, our team is ready to guide you every step of the way.

How to Get Started

No matter where you are on your financial journey, iWealth is here to help. Contact us today to get started. With our personalized approach and wide range of services, we’re ready to provide strategies that fit your unique financial needs. Let’s work together to create your financial future.

iWealth and LPL Financial do not offer tax or legal advice or services.
Asset allocation does not ensure a profit or protect against a loss.