Manny Martinez
GBBest 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.
Dmitry Steinsapir
GBYou can find out how ready you are for… You can find out how ready you are for retirement fast. Other retirement tools are hard to use and don’t have new ideas like a volatility buffer. I like the IFW method, which is smart and clear.
Rodney Godwin
GBI purchased this software and lead… I purchased this software and lead program. I immediately ran the software on an existing client that had told me no to rolling his old 401K. After getting his retirement roadmap score, he was ready to proceed and rolled over $600K.
Cheri H
GBGreat experience, great company My husband and I had spoken with several different financial advisors as we wanted to make sure we were investing with someone who genuinely cared about us. The IFW concierge and advisor we spoke with were both professional and kind. They made complicated matters easy to understand. It was a great experience overall.
Ryan Swearingen
GBIFW has a very "client first"… IFW has a very "client first" mentality. They truly go out of their way to ensure that they provide the best possible service to clients and advisors alike. The platform of connecting clients to top notch advisors is second to none in the industry! If you are considering working with IFW, pull the trigger! It is one of the best decision I have ever made!!