Personalized Planning
LET US HELP
Personalized Planning
Your financial plan should be as individual as you and your needs. IAG Wealth Partners makes it a priority to provide the resources, collaboration, and tools you need to make informed decisions. This starts by asking questions to understand what is most important to you and your family. Only then can we provide you with a customized financial planning framework that matches your situation and goals.
Once your plan is implemented, your WealthVision℠ personal financial home page will keep track of your progress in real time. With dynamic updating of your assets, debts, and cash flow, your IAG advisor can help you monitor your complete financial picture.
IAG Wealth Partners will analyze all pieces of your financial life and provide personalized and honest opinions that serve your best interest. Watch this short, informative video featuring Certified Financial Planner™ Practitioner Chris Mitchell.
Initial Meeting
Initial Meeting
- Understand your values and priorities
- Explain our philosophies and services
Is IAG a good fit for you?
IAG Fact Finding
IAG Fact Finding
- Obtain your full financial picture
- Identify your goals, risk tolerance, and timelines
Portfolio Analysis and Strategy Development
Portfolio Analysis and Strategy Development
- Evaluate current situation relative to goals
- Identify strengths, shortfalls, and opportunities
- Develop written comprehensive financial plan
Plan Presentation
Plan Presentation
- Discuss strategies for pursuing your goals
- Examine comprehensive recommendations (retirement, investments, risk management, estate, taxes, and philanthropy)
- Answer questions
- Develop implementation timeline
Plan Implementation
Plan Implementation
- Open new accounts
- Initiate transfer of existing assets
- Implement agreed-upon strategy
- Monitor and update progress
- Set up online account access
- Conduct 45-day follow-up meeting
- Schedule review meetings/revisit goals
Plan Management
Plan Management
- Compare goals to results
- Discuss changes to financial situation
- Adjust plan as necessary at regularly scheduled meetings
- Coordinate with other advisors
- Personalized advice
- Comprehensive Wealth
- Management WealthVision℠ Dashboard
OUR PROCESS
Independent Financial Advice
Doing things that are in the best interest of our clients is at the heart of how IAG Wealth Partners provides personalized financial investment advice. We do not make “cookie cutter” recommendations that serve the general population. We truly believe in the importance of an advisor seeing things from each client’s perspective and customizing a plan that has both your long- and short-term goals in mind. This is the common thread that connects our team and the fiduciary duty through which we operate. Fiduciary duty requires us by law, in addition to our practice principles, to put our clients’ interests ahead of our own. We commit ourselves to staying current with financial trends, products, and practices, which helps us to make a responsible decision about your investments.
We also offer clients educational seminars, newsletters, and regularly scheduled portfolio reviews to ensure that clients have every opportunity to more fully understand influences to their financial plan.
Every good relationship requires good communication. We encourage our clients to share with us their questions about market activity, major changes in their personal financial portfolio, and information about outside investment of their assets.
We also offer clients educational seminars, newsletters, and regularly scheduled portfolio reviews to ensure that clients have every opportunity to more fully understand influences to their financial plan.
To distinctly address the financial priorities most important to you and your family, we incorporate specialized expertise across a broad range of financial categories, concentrating only on the financial areas relevant for you today and in the future. Our goal is to provide a balanced and comprehensive plan that puts you on a path to help you pursue your dreams.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We have a team of professionals with a combined 200+ years of financial planning, investment, and wealth management experience. In addition, we work together with your existing legal and accounting professionals to provide a comprehensive range of services.
The IAG Holistic Approach to Wealth Management Includes:
Financial Snapshot
Retirement Planning
Tax Planning*
Investment Planning
Insurance and Liability Management
Estate & Legacy Planning
Business Succession Planning
Executive Compensation Management
* With your existing tax and legal advisors.
** Any protection is based on the claims paying ability of the company issuing the insurance policy.
Comprehensive Asset Monitoring
Track your LPL and non-LPL accounts (401(k), annuities, bank accounts, etc.) by creating live connections from your homepage. Every night our system automatically updates your balances provided by your financial institutions. Non-financial assets and liabilities can be included to calculate your net worth.
Real-Time Planning
Powerful analysis engines allow WealthVision℠ to analyze your asset allocation, retirement progress, cash flow models, education savings, insurance programs, and estate planning using up to date information.
Security
All your information is password protected in a secure encrypted personal web address, accessible to only you and your advisors.
Document Vault
Copies of your private documents, such as wills, trusts, tax returns, deeds to your house, insurance policies, and beneficiary designations can be uploaded to a secure online file depository by you or your advisor, safely encrypted but instantly available from anywhere.
Advisor Collaboration
You can collaborate with multiple advisors from different locations at the same time. If desired, you can give your attorney, CPA, or banker access to designated areas of your financial homepage.
Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things, including the responsibility of managing it. The fact is, the more wealth you have, the more time and knowledge it takes to preserve it.
WealthVision℠ allows you to organize, view, and manage your finances by creating a personal financial homepage. The system is designed to consolidate all your accounts, your assets, and your information into one secure location, making your personal financial life easier.
As your financial estate grows in both size and sophistication, WealthVision℠ can become your single secure access point to consolidate and track your financial data in one secure location. The future of integrated financial planning is here, and it is available to our clients. You are just a click away from everything you need, all in one place. With WealthVision℠ your financial life just got easier!
For a complimentary review of your existing portfolio and how WealthVision℠ can work for you, please contact us.
At IAG Wealth Partners, we start by formulating your personal investment strategy.
This establishes the foundation for your investment plan within the context of your financial and personal goals. Investment management is at its heart dynamic in nature. As your circumstances and goals change over time, we actively adjust your investment portfolio as your life unfolds.
Asset Allocation
Optimize your level of investment risk for your personal financial plan.
Portfolio GPS™
Develop your personal investment risk budget and actively help you abide by it.
Portfolio Segmentation
Align your portfolio risk with your future cash flow needs.
Portfolio Monitoring
Review your advisory accounts on an ongoing basis. Daily manager data reviews, potential weekly rebalancing, and quarterly individual account reviews.
Tax Efficiency
Strive for tax efficiency in taxable accounts while abiding by your Portfolio GPS™.
Cash Flow Planning
Detail portfolio cash flows that integrate with your tax minimization strategies and long-term financial plan.
In our decades of experience, We have learned that a well-conceived, diversified investment plan provides the discipline required to weather market volatility in a rational and measured way.
We create a customized portfolio with the appropriate level of risk for working toward your needs and aspirations.
Our value to clients comes in ensuring that even though markets and your goals and dreams may change over time, they are always top of our mind.
We also offer clients educational seminars, newsletters, and regularly scheduled portfolio reviews to ensure that clients have every opportunity to more fully understand influences to their financial plan.
We work to identify investments within your current portfolio that do not meet our expectations, inform you of possible tax consequences, and recommend new investments which we feel will serve your needs better. Some of the investments we recommend may include alternative strategies beyond traditional investments.
Supporting your advisor’s efforts, IAG’s Investment Committee meets quarterly to help monitor your portfolio’s target allocation and holdings. Periodic changes will be recommended when investments no longer meet our specifications for risk or return. If your portfolio drifts from your Portfolio GPS™ guidelines, we will proactively recommend changes to align your investments with your risk budget.
