Shownotes Transcript
Regardless of good health and well-being in the present, aging brings the ever-present possibility for a change in well-being and the need for new care. While planning for unpleasant events may not be the most pleasant topic, doing so will ensure that your loved ones are prepared and protected in case of emergencies. Planning ahead lays a foundation for peace of mind and reduced stress for seniors and their caregivers alike
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Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]
Regardless of good health and well-being in the present, aging brings the ever-present possibility for a change in well-being and the need for new care. While planning for unpleasant events may not be the most pleasant topic, doing so will ensure that your loved ones are prepared and protected in case of emergencies. Planning ahead lays a foundation for peace of mind, and reduced stress for seniors and their caregivers alike