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Frequently Asked Questions

Our founder, Dana Binsbachar, founded IWM Group as an opportunity to serve others. We come from a ministry background and enjoy educating our clients on their financial options, preparing for important life milestones, and showing what the real value of planning can bring. We take the time to understand your needs and goals, build them into the plan, and work together as your life and situations evolve.

Some common questions we frequently help our clients navigate include:

  • How much money do I need to retire?
  • How can I assure my money will outlast me? Will I be able to sustain my standard of living in retirement?
  • How much money can I spend in retirement to leave a lasting legacy for my family?
  • Can I afford to send my children or grandchildren to college?
  • What retirement savings accounts should I have?
  • How can I set up a 401(k), IRA, or other retirement account?
  • Do I need a trust, and how can I be sure my trust is set up properly?
  • What tax implications should I be aware of when planning for retirement?
  • When should I take Social Security?
  • How will I fund health expenses in retirement? What is Medicare and how will it benefit me?

The most crucial aspect of planning for most of our clients is finding a way to coordinate all of the moving parts of their plan. We will take into consideration all of your most pressing concerns and integrate your goals and aspirations into your plan. Contact us today to get started.

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