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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 Discovery

  • Goal Setting
  • Organizing Assets and Liabilities
  • Identifying Cash Flow
  • Uncovering Problems
  • Financial Statements

Risk Management

  • Estate Planning
  • Wills & Trusts
  • Life Insurance
  • Disability Insurance
  • Medical Insurance
  • Long-Term Care Insurance
  • Group Benefits

Cash Management

  • Cash Flow Planning
  • Mortgages/Financing Strategies
  • Cash Reserves
  • Banking

Retirement and Independence Planning

  • Retirement Projections
  • Personalized Strategies
  • Qualified Plan Settlement Options
  • Pension Settlement Options
  • Annual Reviews and Adjustments

Investment Planning

  • Asset Allocation
  • Investment Policy Statements
  • Investment Evaluation
  • Company Stock & Option Planning/Exercising
  • Investment Real Estate Evaluation
  • Independent Investment Advisory Services
  • 401(k), 403(b), Single K, SEP, SIMPLE IRA, Roth IRA, IRA Rollovers
  • Stock, Bond, CD brokerage
  • 529 Plans, Custodial Accounts, Etc.

Business Planning

  • Business Valuation
  • Business Succession & Continuation Business Consulting
  • Business Sale Structure
  • Retirement Plans
  • Deferred Compensation Plans
  • Executive Retention
  • Key Employee Retention
  • Employee Compensation

Ancillary Planning

  • Charitable Giving
  • Education 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.