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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here's a breakdown of how the federal government spends your tax money.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?