IAG Wealth Partners is committed to providing clients with opportunities for ongoing financial education, collaboration with our advisors, and information about our internal happenings and upcoming events. This includes:
“Power Break” seminars are hour-long informal opportunities throughout the year to hear an update on the economy, markets, and a timely special topic.
The annual IAG Wealth Management Symposium is a highlight of our year, bringing together clients and their friends and family with financial industry leaders.
Review Meetings – The IAG team meets with our clients on a regular basis to monitor progress toward their goals, and to proactively take advantage of planning opportunities as they arise.
Statements – A member of our professional support staff is available to assist you with understanding your statements.
Account View™ – Use this tool for online access to all of your LPL accounts. You can also choose to receive statements electronically if you wish.
WealthVision℠ – This personal financial homepage allows you to monitor your entire financial life in one place by aggregating your accounts from all institutions, providing live access to your financial plan.
Our quarterly IAG Insight Newsletter will keep you abreast of changes that may impact you and happenings at our firm.