The Milwaukee Area’s Resource for Sound Financial Planning Strategies Throughout Life’s Stages

Change. It’s a fact of life. IAG Wealth Partners helps clients prepare for it financially, no matter where you are on your journey. We are experienced at adjusting our clients’ financial plans to address changing financial needs and objectives.

Let’s talk about where you are in the financial planning and wealth management process.

1. Discovery Meeting

  • Introduction to IAG Wealth Partners
  • Current financial position and future goals
  • Conversation of personal and financial objectives, goals, dreams, and challenges
  • Levels of service – how to engage with IAG

2. Development of your WealthVision SM

  • Team collaboration
  • Customized plan created
  • Establish your retirement “Green Zone”
  • Personal meeting to review customized plan

3. Develop a Customized Portfolio GPS™

  • Determine investment objectives
  • Create risk guidelines
  • Analyze current investment portfolio
  • Develop asset allocation strategy
  • Construct portfolio
  • Personal meeting to review Customized Portfolio GPS™ and determine next steps

4. Initiation of Additional WealthVision SM Solutions

  • Estate planning
  • Income Management
  • Insurance and liability management
  • Longevity planning
  • Charitable giving

5. Implementation

  • Open new accounts
  • Transfer existing assets
  • Implement agreed-upon investment strategy
  • Conduct 45-day follow-up meeting with Personal Financial Homepage
  • Monitor WealthVision SM plan and Portfolio GPS™ proactively
  • Offer ongoing educational seminars and client appreciation events

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 objectively review each situation, identify problems, and make appropriate recommendations. Individuals, families, retirees, and businesses receive a level of personalized attention that follows a successful path of understanding your goals first and developing a plan to help you work towards them.

The IAG Wealth Partners Client Experience