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Customized financial strategies aligned with your unique needs.

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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.

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FINANCIAL PLANNING

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.

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WEALTH MANAGEMENT

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.

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RISK MANAGEMENT

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.

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Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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