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Tailored To You

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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Personal Finance Tips for Military Families

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What kind of auto insurance should you have? Do you know?

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Jane Bond: Scaling the Ladder

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Are Alternative Investments Right for You?

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

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