Welcome to
The IWM Retirement Game Plan

We believe retirement planning is more than just managing your investments. It’s about knowing your financial picture and bringing you clarity and confidence.

Get started in 3 easy steps:

Schedule a complimentary meeting to sit down with us and discover what your ideal retirement looks like.

Using the IWM Five-Step Retirement Game Plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.

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Have you considered inflation’s impact on your retirement?

Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?

Take advantage of the Social Security Administration's online calculators by clicking the link below. After creating your free My Social Security account, you will be able to estimate your future benefit amounts and more!

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Upcoming Event:

October 4
How will Inflation and the Next Recession Affect your Retirement?
6:30 pm | Russo’s Restaurant

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Ready to Take
The Next Step?

For more information about how we can provide a clear plan and vision of your retirement, schedule a meeting today or register to attend a seminar.

Or give us a call at 330.896.1644.