Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
What We Offer
At Independent Wealth Management & Insurance Services, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The Independent Wealth Management & Insurance Services Process
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc]generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.