We look at the whole picture—from investments and insurance to taxes, charitable giving, and estate planning.
Each plan is comprehensive and individually customized to your unique priorities, goals, values, and needs.
OUR TEAM OF EXPERTS
IQonic experts are dedicated to each area of your planning experience, from investment analysis to our insurance support.
Our team is made up of three CERTIFIED FINANCIAL PLANNERS®, reflecting our commitment to a fiduciary standard of care, putting your interests above our own.
WE ARE THE QUARTERBACK OF YOUR TEAM
We collaborate closely with everyone in your financial circle, including your family members, business partners, accountants, and attorneys.
We ensure all team members are sharing information, meeting their commitments, and supporting each other’s efforts.
A MULTI-GENERATIONAL APPROACH
We enjoy working in close collaboration with your children and grandchildren
We believe the more educated a family is about financial planning, the more efficiently they can plan for the future.
YOUR GUIDE INTO RETIREMENT DISTRIBUTION
We believe long-term financial planning should do more than just account for your retirement needs.
Our retirement distribution strategies are designed to provide you the lifestyle you want in retirement without fear of outliving your money.
AN ONGOING RELATIONSHIP
We communicate with you frequently and long after we develop a plan together.
We schedule regular reviews to track the inevitable changes to your financial picture and you keep you abreast of industry changes.