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- A WHOLE-LIFE APROACH TO PLANNING
- 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.