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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LuAnn McKinney
GB

Eva Sussman is my advisor Eva Sussman is my advisor. He has guided me through the process of changing me from my other company. He was patient with me and guided me through completing the forms and returning them. My other company was under performing. I put my trust in IFW!

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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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Alex
GB

I attended the IFW workshop and was… I attended the IFW workshop and was delighted by their insight on the retirement roadmap. Erik made it fun to learn about retirement through his relatable approach. It was really great to work with them on my families financial plan and feel confident about my future.

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Carey
GB

No written review No written review. The questions being asked seemed to me to be from prospective clients rather than agents. When I looked at the road map I think I would have appreciated the program more if I had prospective clients watch the presentation than just me as a prospective agent. Otherwise, I enjoyed the presentation. Carey "Mac" Hanna Aiken, SC

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STACEY
GB

IFW is a wonderful organization for serious advisors! I've been a Financial Advisor for over 31 years and I have never before met such a well-organized and intelligent team of people. They have thought of everything an advisor could need to become successful. At the same time, these folks are so very down-to-earth, authentic, warm and communicative. They have hired a great team of the best of the best, who have each made me feel so welcome and made themselves so available to educate me and create a really great path for success. I feel so relieved that my business can finally grow, that I will receive the support I've been looking for, and that I can relax and actually enjoy working again. Much gratitude to IFW for their hard work to put together a great organization.

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