We are Insurance Experts who understand the complexities of Financial Planning for Entrepreneurs
Unlike typical financial planning that is focused on investments and often over-simplifies what you face as a business owner, we use a proven holistic planning process to maximize the wealth your business creates and minimize many of the risks you face. By creating a detailed roadmap unique to each client family we eliminate exposure to most of the ‘creditors and predators’ that can destroy Family Business Wealth. Understanding the complexities of each situation, we devise a clear plan that helps business owners get from where they are now to where they want to be. None of this is magic; it just takes time, patience, know-how, and teamwork.
“The experience we’ve had with Phil and the team at IWM has meant that we now have greater peace of mind.”
“Phil and the team at IWM has helped us get more organized and feel more confident about the future and our retirement and estate plans.”