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.

paying-taxes

Download the Guide

Are You Paying Too Much in Taxes in Retirement?

This 8-page tax guide was created for you to better understand how taxes could affect your retirement income, including:

  • Separating your taxable and tax-deferred accounts
  • The signs to watch for in ever-changing tax laws
  • Options for tax deductions in retirement income

Upcoming Event:

May 11
Dinner Seminar- Managing Tax Liabilities
6:30 pm | Flemings Steakhouse

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.