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.
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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.