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Which of these stages best describes YOU?

LEARN HOW IAG WEALTH PARTNERS CAN GUIDE YOU

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

Allocation

I must write our weekly blog on Tuesday morning so that it can be reviewed and approved in time to share it with you on Wednesday.

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Haunting

Happy Halloween!

That seems like a pretty strange greeting for this particular holiday. What exactly is happy about celebrating Halloween? I guess one could point to the smiles on children’s faces as they infuse themselves with sugar or creative costumes that bring a chuckle, but Halloween’s roots are much darker.

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Tax Time

The clock is ticking on 2018. The end of the year may seem pretty far away, but Christmas Eve is just two months from today.

As you likely know, the tax rules for 2018 changed substantially and the IRS is very busy writing new forms to help you abide by the new rules. You can take a sneak peek at their latest draft of the 2018 Form 1040 here. It certainly looks different than 2017.

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