The IAG Wealth Partners Client Experience
Let’s talk about where you are in the financial planning and wealth management process.
OUR PROCESS
Our Valued Advisors Will Guide You Through Every Chapter
IAG Wealth Partners will evaluate your long-term aspirations and help define the growth strategies that will help keep your priorities balanced as your needs and the markets change. Our advisors can work with you on both your long- and short-range goals through a disciplined investment management approach that includes:
- Balancing priorities
- Liability planning
- Investment strategies
- College savings strategies
- Life insurance strategies
- Tax efficiency
- Creating a budget
Building wealth requires a strong financial foundation. Let an IAG advisor help you start one today.
Financial retirement planning considerations:
- How much is enough for retirement?
- What’s my number? How much do I need to live the retirement I’m dreaming about?
- How will taxes impact my retirement?
- Do I need life insurance? What about long-term care insurance?
- How can I afford rising health care costs and care for aging parents?
- How can I impact my community and still stay on track for retirement?
- What are my dreams vs. my reality?
- Am I on track?
Whether you are 45 or 65, let an IAG advisor help you start a plan today.
- Will I have enough to last my lifetime?
- How do I structure gifting strategies in my legacy planning?
- Where will the cash come from when I need it?
- When should I take Social Security benefits?
- How do I retire in style?
- What strategies can I use to protect the money I have worked all my life to earn?
- Will healthcare costs ruin my retirement?
- What will happen when I am gone?
- Could I be more tax efficient?
- Could or should I be gifting to my children or grandchildren?
For answers to these questions and many more, talk to an IAG advisor today.
If succession planning is on your mind, IAG Wealth Partners can be your partner in guiding you through the succession planning process and beyond. Our advisors, along with your CPA and attorney, will help answer these important questions:
- Who should continue the family business?
- What will the tax liabilities be when I sell my business?
- How do I properly structure the sale for a smooth transition?
- What should I be doing now to maximize the value of the business?
- What will my cash flow look like when I retire from my business?
- Am I ready to walk away?
- How can business proceeds be structured to last my lifetime?
Whether succession planning for your business is a short- or long-term goal, IAG can help. Talk to one of our experienced advisors to find out how.
LET US HELP
Navigate Your Financial Journey
Whether you’re intent on building net worth, preserving your estate for your family or charities, managing wealth in retirement, or planning to pass on your business, IAG wealth partners can professionally review each situation, identify problems, and make appropriate recommendations. Individuals, families, retirees, and businesses receive a level of personalized attention that follows a comprehensive path of understanding your goals first and developing a plan to help you work towards them.
