This is where Integrated Wealth Management (IWM), an independent financial services firm, makes a difference. It enables clients to secure the most appropriate retirement plan and develop investment strategies based on their time horizon and needs.
While engaging with clients, IWM focuses on discovering, evaluating, and planning. IWM’s team arranges a meeting with clients to understand their expectations from retirement and current financial health as a preliminary step.
“The detailed evaluation is done through the IWM Five-Step Game Plan, which analyses the five critical areas of retirement, including income planning, investment planning, tax minimization, health care planning, and legacy planning,” says Benjamin D. Grosko, partner and investment advisor representative, IWM.
Once the assessment is complete, the IWM team puts together a deeply-developed customized strategy to help clients achieve their retirement goals. IWM also presents them with different types of investment options.
What makes IWM one-of-a-kind in the financial planning industry is its style of investment planning. As portfolio diversification is essential for an uninterrupted and steady flow of income, they encourage clients to limit exposure to any one type of assets. This allows them to safely invest a certain amount of money in their portfolios, so it is never affected by market crashes. The company also prudently guides them to invest in equities, which can yield maximum profit even in market turbulence.
“Being an independent registered advisory firm, which is not constrained by any brokerdealer relationship, IWM enables clients to make the right decision every time and develop innovative solutions,” adds Grosko.
The detailed evaluation is done through the IWM Five-Step Game Plan, which analyses the five critical areas of retirement, including income planning, investment planning, tax minimization, health care planning, and legacy planning
Similar instances are testaments to IWM’s comprehensive approach of developing clear and effective strategies for clients which can work under almost any economic or business environment.