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Our mission is to help clients achieve their financial goals,
prudently and through a sharing of ideas, via a long-term financial advisory
relationship with a trusted and experienced adviser.
Many individuals and business owners have found that they
do not have the time, experience or training to: actively manage investment
assets; plan to meet college education costs for children; design effective
strategies to minimize income taxes; plan for retirement; implement estate
plans; and, in the case of business owners provide for employee benefits
that are cost effective.
The planning process begins with a complimentary one hour
consultation to discuss your financial concerns, objectives and time frames.
Subsequent meetings will be required to prepare and present your financial
analysis and to implement strategies.
A financial proposal including recommendations would be
written and personally prepared by your financial planner. |
Achieving your financial objectives requires thorough and
effective planning that is both timely and objective. IQ Financial Services,
Inc. will provide personal, business and retirement planning including
recommendations for strategies to help you:
Protect Your Family and Valuable Assets
Improve Investment Returns
Minimize Investment Risks
Minimize Income Taxes
Retire Comfortably
Minimize Estate Taxes
Increase Your Personal Wealth
The implementation of recommended strategies may be accomplished
through a variety of high quality investment products and other services
provided by a network of highly qualified professionals.
IQ Financial Services, Inc., a Registered Investment Adviser,
provides personal, business and retirement planning and, wealth management
services on a commission and fee basis. The cost of services provided is
based on the required level of financial service provided to the client
and would be determined and fully disclosed at the initial consultation.
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