I saw firsthand the power of IG Wealth Management's financial planning process and it opened my eyes. My wife and I were struggling to plan our spending for children’s tuition, retirement, and aging parents overseas. We both earned good incomes but planning our spending was not something we had spent much time on.
After we met with an IG Consultant, they designed a plan that plotted out our financial future in detail and gave us a clear road map on how to get there. More than anything, the plan brought us peace of mind, knowing that our family would be cared for.
I’ve worked in finance and investment management for over twenty years but this experience was unique. When I spoke to family and friends in my community, I realized that most people were in the same state. It convinced me that the most useful and good thing I could do would be to help them plan their financial future and bring them peace of mind.
Now I work with the incredible team of experienced professionals at IG Wealth Management to develop personalized plans for families like my own.
If this story feels familiar, give me a call. We’ll talk.
IG Wealth Management - How strong is your financial plan?
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Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.