Tailored To You
Customized financial strategies aligned with your unique needs.View Our Philosphy
Our Mission and Commitment to You
To empower and impel our clients to make informed financial decisions based on independent advice and provide service that exceeds their expectations.
We are Independent Wealth Consultants, an independent financial investment services company, founded with the goal of assisting our clients in every aspect of their financial lives. We are not tied to proprietary products and/or companies, nor are we limited to sell selected products. We offer access to an array of investments that are tailored to the individuals we serve. We’ve provided the most personal service available since 2007, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.Meet Our Team
Planning for the future is something that everyone thinks about at one point or another, but few have formalized their plan. We specialize in working with you on defining and clarifying your personal goals to implement a plan of action that is tailored to pursue the outcomes you envision for you and your family.Learn More
We take pride in being an independent boutique financial service company that offers non-proprietary investment products and services. Whether your aim is capital preservation or to increase your wealth, your portfolio can be tailored accordingly. Your investment objective, time frame, and risk tolerance will determine the percentages you will have in different asset classes.Learn More
Life events come in many different shapes and sizes. These events can include death, disability, loss of income, divorce, or long term care needs. Working one on one, we will know your situation to create a detailed analysis to help fine tune your insurance protection needs. This will give you and your family the peace of mind that your family’s financial burden would be reduced during this time.Learn More
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A few strategies that may help you prepare for the cost of higher education.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Savvy investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
There are three things to consider before dipping into retirement savings to pay for college.