What are you looking for in a financial partner?

previous arrow
next arrow
Slider
Wealth Building Building Toward Retirement Managing Wealth In Retirement Succession Planning

Which of these stages best describes YOU?

LEARN HOW IAG WEALTH PARTNERS CAN GUIDE YOU

Why consider IAG Wealth Partners?

At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA’s BrokerCheck.


“The world of financial planning is far too complex to not have a financial advisor on your team. Our team’s goal is to help you pursue your goals.”

Susan Kuhlenbeck, VP, Co-Owner


We couldn’t be more proud of our amazing leaders, Lori Watt and Susan Kuhlenbeck for be selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Their encouraging reminder to each other over the past 35 years is to keep pedaling. Read more of their story.

Lori Watt and Susan Kuhlenbeck


The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

 

 

 

What's New

Retirement

Twenty years ago today you could purchase a 10-year Treasury bond and earn a snappy 5.97% per year for the next 10 years.

If you had saved up $500,000 for your retirement, your nest egg could provide you with $29,850 per year of income with minimal risks to your principal.

Today you can purchase a 10-year Treasury bond and earn a paltry 0.56% per year for the next 10 years.

Your $500,000 nest egg can now provide you with an underwhelming $2,800 per year of income with minimal risk to your principal. To achieve the same $29,850 of annual income that was available in 2000 with minimal investment risk your nest egg would need to be a whopping $5,330,357 today.

Read Entire Article

Nervous

In speaking with many of our clients these days we are finding one overarching theme – a bit of nervous tension. After everything that has happened so far in 2020, who can blame anyone for being a bit on edge?

We yearn for the daily routines that we previously thought were mundane. We want to hug our grandchildren again. We want to clear our minds of any microscopic menaces. We just want normal. Now.

Read Entire Article

Experiment

June was officially the most expensive month in the entire history of our country. The federal government spent $1,104,903,000,000 last month in an effort to offset the economic contraction triggered by COVID-19.

That comes to about $3,350 for each of our 330 million residents. In one month.

This is likely the beginning of a very important experiment that may take decades to unfold: How much debt is too much debt?

Read Entire Article