You know where you want to go, but don't know how to get there.
You've worked hard to build a successful business. You want it to be profitable, not only today but for the long term. In time you want the peace of mind that comes from knowing the business will change hands effectively, while providing continued income for the lifestyle you've envisioned for you and your family.
We understand the complexity of financial planning for entrepreneurs, and provide resources and solutions to develop your personalized roadmap to a strong financial foundation that will stand the test of time. Our advanced financial planning strategies "connects the dots" to help you put the right advisory team in place, working alongside the advisors you already have and trust using our network of established corporate partnerships.
Our 5 STEP WealthMAX Process helps protect the wealth your business creates.
"The experience we’ve had with Phil and the team at IWM has meant that we now have greater peace of mind. We are confident that we’re organized and we’ve laid the right foundation for the future."
"For small business owners who are serious about growing and protecting their business and the wealth it creates, I recommend talking to IWM, even just to bounce ideas around and ask questions. You’ll be glad you did."
"I’ve always enjoyed the benefits of working with Phil and his team at IWM. Because of their personal service and attention, I know I can count on them to provide the contact I need and come up with new ideas that are helpful to me, my business and my family."