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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”