Broker Check

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.

<script src="" type="text/javascript" data-logo="1" data-button-title="Free Portfolio Risk Analysis" data-mce-src=""></script>

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.

Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.

Thank you! Oops!