The IAG Wealth Partners Personalized Planning Process

Understand – Design – Implement – Manage

Your financial plan should be as individual as you and your needs. IAG Wealth Partners makes it a priority to provide the resources, collaboration and tools you need to make informed decisions. This starts by asking questions to understand what is most important to you and your family. Only then can we provide you with a customized financial planning framework that matches your situation and goals.

Once your plan is implemented, your WealthVision℠ personal financial home page will keep track of your progress in real time. With dynamic updating of your assets, debts, and cash flow, your IAG advisor can help you monitor your complete financial picture.

IAG Wealth Partners will analyze all pieces of your financial life and provide objective and honest opinions that serve your best interest. Watch this short, informative video featuring Certified Financial Planner™ Practitioner Chris Mitchell.

We believe a personalized financial plan is your path toward financial confidence. We’d like to tell you more. Take advantage of a complimentary portfolio review.