The Institute of Financial Wellness

6330 N. Andrews Avenue 10th Floor, 33301, Fort Lauderdale, United States
http://the-ifw.com
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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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Manny Martinez
GB

Best Retirement Planning Software This is the best program for helping clients with retirement planning. The resources available for advisors are second to none. Highly recommended.

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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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Corey Paradowski
GB

The onboarding process was great The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.

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Michael Watkins
GB

The IFW Retirement Roadmap Experience… The IFW Retirement Roadmap Experience helps my clients better understand how to properly balance their retirement assets. It really makes their decision making as easy as a two piece puzzle. The Math and Science behind their process is remarkable. When you can improve your retirement success score the whole process comes to life for the consumer. The IFW takes all the hype and noise out of a retirees decision making and allows them to make confident decisions based on the Math and Science. Bravo! Well done IFW!!

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Jim C Manuel
GB

Dear IFW: THANKS FOR ALL YOU DO. Dear IFW: This testimony is to confirm the value I place on my association with IFW. I have managed several wire house firms as a Series 24, Commodities Branch Mgr. as series 31. I conduct classes for Ca, State Bar for Probate & Estate planning sections. For an in the field producer Your program is the BEST I have ever been associated with. Please keep up the GREAT work! Also, your team members are Great.

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