Social security information
Before we get into this too far, the social security website can be a great resource for us to utilize. Click here. We have a lot of resources for you that are available to us from third parties regarding social security. There is literally almost an unlimited amount of information that we might be able […]
Small business: Revenue enhancing ideas
Ever feel like you love doing what you are doing but feel that there was a smarter way of doing it? I am sure you have heard of the 80-20 rule, 80 percent of your time is spent on 20 percent of your clients/customers. Do you have a reasonable solution for dealing with this problem? […]
Balance is vital
At IWP we feel that so much of life is about balance and we don’t think financial matters are any different. We feel it is imperative that we keep that in mind when making financial decisions. Of course, we all want the maximum amount of insurance coverages and maximum returns on our savings but both […]
Attorney’s at law
We work with many. We attempt to match the attorney up with the needs of the client. We do not believe in wasting resources and know that both your time and the attorneys time is expensive. If you would like anything from simple legal docs, a discussion on what business entity might make sense or […]
Mutual fund providers
The list of mutual fund and vendors for the investment space could take up pages so we will simply list a few so you can get a feel for the type of firm we life to work with. The firms we have access to consist of large multi national companies with decades of experience clear […]
Banking institutions
We offer access to many banking oriented products to our customers. This can range from any of the following items: certificate of deposits lending oriented services structured notes All entities are separate and not affiliated with LPL Financial.
Wise choices
We find that most individuals today think they are making great choices, but in reality there might be some hidden problems that lie beneath the surface that need factored into decisions in order to truly be “wise”. As a society we know that most business and especially most financial institutions run on 4 core principles. […]
Quality Insurance firms
At Innovative Wealth Partners we truly believe that insurance is a service that adds value if understood properly. In our opinion, insurance is simply risk management. There is not much more to it than that. If you purchase insurance wisely over the course of life you can keep the premium expenses at a minimum and […]
Tax consultants
The IRS website is a very useful place for reading the code and finding a good search tool for the million of pages of our tax code. We have many quality CPA or tax consultation service providers that we use based upon what the exact needs are for the client. Like ourselves, we don’t expect our […]
Wealth Castle
Our Wealth Castle is somewhat at the center of our planning as a core. We are a firm believer that making financial decisions with the net end goal in mind is wise and stewardly. We put this into practice most days by utilizing a model that can allow us to first see the much larger […]
