Corey Paradowski
GBThe 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.
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.
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.
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.
Byron Hazley
GBThe Institute for Financial Wellness provided the strategy I was lacking...solid strategies My retirement funds had all been saved and basically sitting there. The IFW helped me plan further and strategize by moving and solidly allocate for the immediate, near and distant future of my life and family's. Can't thank you enough!!!