Our Services We believe you can align your values with your financial goals efficiently and effectively and we seek to help you become a steward of the wealth you have diligently accumulated over the course of your lifetime. Our services include:Financial Planning DiscoveryGoal SettingOrganizing Assets and Liabilities Identifying Cash Flow Uncovering ProblemsFinancial StatementsRisk ManagementEstate PlanningWills & TrustsLife InsuranceDisability Insurance Medical Insurance Long-Term Care InsuranceGroup BenefitsCash ManagementCash Flow Planning Mortgages/Financing Strategies Cash ReservesBankingRetirement and Independence PlanningRetirement Projections Personalized StrategiesQualified Plan Settlement Options Pension Settlement OptionsAnnual Reviews and AdjustmentsInvestment PlanningAsset AllocationInvestment Policy Statements Investment Evaluation Company Stock & Option Planning/ExercisingInvestment Real Estate EvaluationIndependent Investment Advisory Services401(k), 403(b), Single K, SEP, SIMPLE IRA, Roth IRA, IRA RolloversStock, Bond, CD brokerage529 Plans, Custodial Accounts, Etc.Business PlanningBusiness ValuationBusiness Succession & Continuation Business ConsultingBusiness Sale StructureRetirement PlansDeferred Compensation Plans Executive RetentionKey Employee RetentionEmployee CompensationAncillary PlanningCharitable GivingEducation Planning & Funding Divorce Planning At IWM Group, you're not just a client; you’re family. We work hard to offer you a relaxed and welcoming environment that feels like home. Reach out today to experience a more personal approach to retirement and long-term planning. Free Retirement Guide It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure." First Name Last Name Email Address Thank you! Oops!