The Institute of Financial Wellness

6330 N. Andrews Avenue 10th Floor, 33301, Fort Lauderdale, United States
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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

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1

10.00%
About The Institute of Financial Wellness

The Institute of Financial Wellness is the first and most comprehensive multi-media network for financial education, resources, and services. In fulfilling our mission to help people “Get There” and live their best life, we deliver the following five unique value propositions: 1. The industry’s most engaging, informative, and objective financial education content 2. Clarity and confidence to help individuals make informed financial decisions 3. Access to the IFW Network of Financial Professionals for everything financial 4. Full implementation of effective, custom-tailored solutions for everyone’s unique needs 5. Ongoing guidance and support to ensure maximum financial success through every stage of life IFW offers five specific service tracks. Each service track is designed for specific stages of life and areas of concern. There are also specific webinars live and on-demand. Once you feel informed and educated you can schedule a meeting with an IFW financial professional to delve deeper into your personal situation, discuss potential solutions and strategies, and implement them should you choose.

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Irving
GB

What was that tax advantage option… What was that tax advantage option before HSA ? LQ ? Otherwise very good information. I am in need of good retirement planning and already collecting SS while working full - time, so yes, I need good tax strategy. I am planning on retiring this year.

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Dmitry Steinsapir
GB

You can find out how ready you are for… You can find out how ready you are for retirement fast. Other retirement tools are hard to use and don’t have new ideas like a volatility buffer. I like the IFW method, which is smart and clear.

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Tony Geeck
GB

RUN DON'T WALK AWAY RUN!!!! I have no idea where these people got my contact information. When asked they claimed Facebook, which was a lie, I divested myself of all things "suckerberg" years ago. They texted my mobile I blocked them, they email me I unsubscribed, then eventually had to block their email account. They started calling from different numbers to get around the "Blocks" THESE PEOPLE WILL JUST NOT GET THE MESSAGE. I WILL NOT DO BUSINESS WITH A SHADY COMPANY LIKE THIS ESPECIALLY CONCERNING FINANCIAL MATTERS.

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Chuck Nash
GB

Working with IFW has been great... Working with IFW has been great. They are constantly improving their processes and systems to give my clients a great consumer experience. At the same time, they provide advisors with the tools we need to succeed in our business.

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Jerry Sheridan
GB

Gain clarity on your retirement plans In this crazy world we are living in, adding to your stress levels is how you are going to survive and thrive in retirement. The Retirement Plan from IFW provides the clarity to see how your current plan is set up and how successful it can be. Then the IFW team can provide you with options, strategies and solutions to help make that plan more sustaining to people's individual and family situations. Having the ability to help people in this exercise is what drew me to this opportunity.

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