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Why consider IAG Wealth Partners?

At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA’s BrokerCheck.


“The world of financial planning is far too complex to not have a financial advisor on your team. Our team’s goal is to help you pursue your goals.”

Susan Kuhlenbeck, VP, Co-Owner

The AdvisoryHQ Top Rated Financial Advisory Firm award is based on a wide range of filters including total assets under management (AUM), firm size/quality, the amount of revenue generated by an advisory firm, fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

 

What's New

Coach

Basketball is a truly American game. It was created in December 1891 by Dr. James Naismith in Springfield, Massachusetts, to help keep young athletes in shape during winter.

Less than thirteen years later basketball’s popularity had grown enough to make it a demonstration sport at the Summer Olympics. By 1936 it become an official Olympic sport and by 1939 led to the creation of the NCAA basketball tournament.

Basketball has also evolved over time. Initially players used soccer balls to shoot through the peach baskets, but this quickly changed to brown leather balls with more grip. In the 1950s Butler University coach Tony Hinkle introduced an orange ball so that players and fans could see the ball better.

As the rules and equipment changed, coaches had to help their players adapt. They designed new strategies, new plays, and new practice routines to help put their players in a position to succeed.

The goal in basketball is fairly straightforward and identical for each team – be more successful in putting the ball through the basket than the opposing team while following the rules.

In life your family’s goals are far less defined and far more personalized.

Depending on what you are trying to accomplish, the rules and strategies could be very simple or highly complex. You may need to consider a wide array of rule books for taxes, investing, estate planning, or insurance. Your financial coach needs to care enough to learn where your baskets are and experienced enough to help you develop the habits and game plan required to reach for them.

Our advisors serve as those coaches for hundreds of families. While we certainly cannot guarantee that your team will be the champion at the end of your season, you can count on us to coach you through moments of significant stress and tremendous blessings through the brackets of your life.

Quote of the week:   Bill Gates: “Everyone needs a coach. It doesn’t matter whether you’re a basketball player, a tennis player, a gymnast or a bridge player.”

Ides

This coming Friday we celebrate the Ides of March.

I personally celebrate the Ides of March because it marks the (almost) halfway point of my least favorite month of the year. March is not warm enough to start outside spring activities, but not cold enough to extend fun winter activities. The cold rains of March melt away the snow piles, revealing the winter’s accumulated dirt and grime.

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Market Bully

They grow up so fast.

March 9, 2009, seems like just yesterday, but it will be a full ten years in just a few days.

Ten years ago a precious little baby bull market was born. This baby bull didn’t look like much at the time and didn’t garner much attention at first.

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