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

  • Conversation About Personal and Financial Objectives, Goals, Dreams, and Challenges
  • Discussion of Current Financial Position
  • Identify Cash Flow Needs
  • Introduction to IAG Wealth Partners – How to Engage with IAG

2. Creating Your WealthVision SM

  • Team Collaboration
  • Create Customized Plan
  • Establish Your Retirement “Green Zone”
  • Personal Meeting to Review Customized Plan

3. Developing a Customized Portfolio GPS™

  • Create Risk Guidelines
  • Analyze Current Investment Portfolio
  • Develop Asset Allocation Strategy
  • Construct Portfolio
  • Maximize Tax Efficiency
  • Personal Meeting to Review Customized Portfolio GPS™ and Determine Next Steps

4. Initiating Additional WealthVision SM Solutions

  • Update Estate Planning
  • Facilitate Income Management
  • Review Insurance and Liability Management
  • Engage in Longevity Planning
  • Design Charitable Strategy

5. Implementing

  • Open New Accounts
  • Transfer Existing Assets
  • Implement Agreed-upon Investment Strategy
  • Conduct 45-day Follow-up Meeting with Personal Financial Homepage
  • Adjust WealthVisionSM    Plan and Portfolio GPS™ Throughout Life
  • 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