The Institute of Financial Wellness

6330 N. Andrews Avenue 10th Floor, 33301, Fort Lauderdale, United States
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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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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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Irving
GB

What was that tax advantage option… What was that tax advantage option before HSA ? LQ ? Otherwise very good information. I am in need of good retirement planning and already collecting SS while working full - time, so yes, I need good tax strategy. I am planning on retiring this year.

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Jerry Sheridan
GB

Gain clarity on your retirement plans In this crazy world we are living in, adding to your stress levels is how you are going to survive and thrive in retirement. The Retirement Plan from IFW provides the clarity to see how your current plan is set up and how successful it can be. Then the IFW team can provide you with options, strategies and solutions to help make that plan more sustaining to people's individual and family situations. Having the ability to help people in this exercise is what drew me to this opportunity.

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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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