At IIA we are passionate about wealth planning. The satisfaction of seeing you achieve financial success is what drives us.
Unfortunately, the vast majority of Americans do not have any financial plan. In fact, approximately 70% do not even have an up-to-date will, much less a well thought out strategy for achieving financial freedom.
Individuals neglect financial planning for many reasons. Time, of course, is a major one. There is never enough time. Another reason is a lack of trust. In an age where people have been burned by self-serving advisors and insurance salespeople, people don’t know who to trust. A third reason is financial planning can be a confusing topic. When people have uncertainty about how to proceed, they end up with analysis paralysis–and don’t do anything. If they do proceed, disagreements between spouses on priorities and the implementation of the financial plan often occur. So what is a person to do?
As individuals and families, there are several distinct phases of our financial lives.
Unfortunately, at each phase of our lives there are critical components of our personal finances which, if neglected, will not only be a problem at our current phase of life, but may prevent us from moving forward to another higher level…
Rather than reacting to life events as they come our way, we believe that a comprehensive financial plan will allow you to move through each phase of life with confidence and peace of mind, and help ensure your ability to reach a higher level of financial achievement.
Almost everyone needs help in clarifying financial goals and crafting a comprehensive plan with appropriate timelines for achievement of those goals. SAME “DETERMINE YOUR GOALS GRAPHIC” FROM HANS AREA.
The planning process at IAA begins with a conversation, to get to know and your family and understand your unique situation in life. We prefer to work with both husband and wife and have experience working with multiple generations, to establish a family legacy that can be a blessing for the future. As fee-only financial advisors, you can be sure that our advice is only in your best interest, and is NOT designed to sell financial products. Your success truly is our success.
Our planning process is rigorous and based on the standards established by both the American Insitute of CPAs and the CFP board. There are no higher standards. Our software and proprietary tools cover all aspects of our clients financial lives……………….possiblities/strengths/weaknesses/threats….
Whether our client is a young accumulator seeking financial stability or a HNW family seeking to preserve a legacy WE ARE THE BEST IN THE WORLD…just joking. Seeking wording..
Through this process we hold your hand the entire way, implementation, etc. BE CAREFUL with implementation. Also planning and non-planning clients…