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 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.