Ready to Reimagine
Your Retirement?
We can help you take the first step
toward true financial independence.
Dream It. Plan It. Live It
Get Started in 3 Easy Steps
Reimagine What's Within Reach
When it comes to bridging the gap between objectives and outcomes, a plan is often your best bet. That's why we first take the time to get to know you — your goals, your concerns, your vision — so we can craft a strategy that puts you on a path toward your ideal tomorrow. Here's how it works:
“Retirement needs to be about your family and your friends.
It should never be about stress.”
— Martin Guzman, President and Founder of Independent Wealth Management, and Investment Adviser Representative.
Dream It.
During our connection visit, you’ll get to know our practice and process, and we’ll discover how you envision your ideal retirement.
Plan It.
Where has your financial journey taken you? What is your appetite for risk? Using your retirement plan, we’ll craft a long-term strategy unique to your needs.
Live It.
Once we decide to move forward together, we’ll present and implement your custom strategy. Regular reviews will help ensure it stays relevant.
Attend an Event
Attend one of our informational sessions to learn more about retirement income strategies, wealth management and more.
Check back soon for upcoming events!