The Institute of Financial Wellness

6330 N. Andrews Avenue 10th Floor, 33301, Fort Lauderdale, United States
http://the-ifw.com
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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

0.00%

1

10.00%
About The Institute of Financial Wellness

The Institute of Financial Wellness is the first and most comprehensive multi-media network for financial education, resources, and services. In fulfilling our mission to help people “Get There” and live their best life, we deliver the following five unique value propositions: 1. The industry’s most engaging, informative, and objective financial education content 2. Clarity and confidence to help individuals make informed financial decisions 3. Access to the IFW Network of Financial Professionals for everything financial 4. Full implementation of effective, custom-tailored solutions for everyone’s unique needs 5. Ongoing guidance and support to ensure maximum financial success through every stage of life IFW offers five specific service tracks. Each service track is designed for specific stages of life and areas of concern. There are also specific webinars live and on-demand. Once you feel informed and educated you can schedule a meeting with an IFW financial professional to delve deeper into your personal situation, discuss potential solutions and strategies, and implement them should you choose.

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Cheri H
GB

Great 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.

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Rodney Godwin
GB

I 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.

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Ryan Swearingen
GB

IFW 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!!

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Corey Paradowski
GB

The onboarding process was great The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.

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Michael Watkins
GB

The IFW Retirement Roadmap Experience… The IFW Retirement Roadmap Experience helps my clients better understand how to properly balance their retirement assets. It really makes their decision making as easy as a two piece puzzle. The Math and Science behind their process is remarkable. When you can improve your retirement success score the whole process comes to life for the consumer. The IFW takes all the hype and noise out of a retirees decision making and allows them to make confident decisions based on the Math and Science. Bravo! Well done IFW!!

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