"Is anyone looking for a great financial advisor?
Rob has spent so many hours on the phone with us, getting to know us and our future plans to know what to recommend to us. We have a clear plan for our retirement plan as well now.
I have never had a financial advisor spend so much time figuring out what is best for us.
I highly recommend Rob for anyone wanting to talk about their financial future."
"We had the pleasure of working with Rob on our retirement plan. We didn’t know where to begin and had been working with one financial advisor for many years, but we still had so many questions. Rob was happy to answer all of my questions, listened intently, and gave us a sense of calm – even though we were so lost in the beginning.
The Retirement Roadmap Rob uses gave us confidence that my husband and I will now have enough income for as long as we need it.”
“We were interested in the Infinite Banking program and had been researching it for years but still had questions on the effectiveness and how to begin.
Even in our first conversation with Rob, he made us feel at ease and asked questions to truly understand us and what our goals were. The process that we worked through was painless, and there was no ‘salesy talk’ or pushing us into making a decision on any direction until we were ready.
We will be working with Rob for years to come!”
"Rob is a great resource when planning for retirement. He shared several strategies that I had not considered or heard about in my years of working with other financial planners.
I've taken advantage of his Retirement Roadmap strategies to ensure my income will last."
"Rob's Retirement Roadmap experience showed me a guaranteed income strategy that gave me absolute peace of mind so I never have to worry about market ups and downs."
"Trusting Rob's process was easy. There was plenty of proof of that before I worked with him. What I loved the most was how much I trusted him as an IFW Certified Financial Professional.
Even better, based on the tax savings strategies I learned, it looks like I will save hundreds of thousands of dollars in taxes in retirement."
We PARTNER WITH YOU to discover your goals and requirements. Then we consult our team of providers to create the best possible solution, custom-created for you!
The IFW Retirement Roadmap experience is the best way for anyone between the ages of 40 and 70 to ensure they are on track for a healthy and successful retirement. The custom Retirement Roadmap is an essential tool that helps you:
It's important to understand how all of your contributions work together for any retirement savings you're doing AND how it affects your future tax burden.
There are over 33 MILLION small business whchich employ 61.7 million Americans. This represents 46.4% of all private sector employees.
As a small business owner, you've now heard of the Automatic Retirement Plan Act (2017) and SECURE Act 2.0 (2022). Both bills require small business owners to provide retirement plans to their employees.
States around the country are now rolling out their own, government run, retirement plans for small businesses.
Do you know that you are NOT required to participate in your state's plan?
You have options - click to learn more!
Did you know that when it comes to investing their OWN $$$, banks don't follow conventional paths by placing and investing their (your) cash into mutual funds, stocks, hedge funds, term life insurance, or even risky real estate deals?
While many Americans may not have heard of infinite banking before, it is a legitimate way to invest and borrow money without using traditional banking or savings accounts.
Traditional investments can pay you as a retiree principle and investment returns, but there is only one solution that offers GUARANTEED lifetime income.
A very real and dangerous risk in retirement is Sequence of Returns Risk. This risk involves the order in which your investment returns occur. An investment portfolio, over time, might have a very favorable average annual return, but if a retiree experiences too many negative returns in a short period of time, while withdrawing funds to live off of, they could actually run out of money in retirement.
The Debt Free Life program provides all the tools you need for debt elimination and wealth building - at the same time!
We will use the scenario builder to capture your financial profile to determine the absolute best strategy with precise instructions completely mapped out for you including reports and revolutionary interactive tools.
A million dollar baby plan is an incredible strategy that produces stable returns, creates GENERATIONAL wealth, without the risk of market volatility.
This plan contains non-taxable benefits, and - you/your child/children/grandchildren can use the funds for anything, including education, down payment on a home, or even to start a business!
What Is Mortgage Protection Insurance? MPI is a type of insurance policy that helps your family make your monthly mortgage payments if you – the policyholder and mortgage borrower – die before your mortgage is fully paid off.
When looking into retirement and financial plans, you've probably heard of the term "compound interest". But what does this mean? And how is it different than "simple interest"? Why does this matter?
Simple interest is calculated on the principal or orginal amount of a loan. Compound interest also is calculated on the principal amount however it also includes the accumulated interest of previous periods. Thus, this has also been referred to as "earning interest upon interest."
So why does compound interest matter?
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