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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

Tax Bill

As the year winds down, Congress is faced with the task of deciding whether they wish to extend certain tax provisions that expire every year on December 31.

On November 26, the chairman of the House Ways and Means Committee unveiled his year-end proposal which included some interesting retirement account proposals.

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Last Call

December 14 marks the end of 2018.

It is amazing how the end of the year creeps up on you when you subtract 17 days from the calendar.

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Prophecy

The more people who believe in an unpredictable future economic event, the more likely it will happen.

These “economic prophecies” have the potential to become self-fulfilling because people alter their behavior based on their newfound belief in future events.

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