Shownotes Transcript
Hello, everyone! Brad Connors here, and today we have some exciting news to share with you. As you know, we've been working closely with Gary Guentzel and his incredible team at EFS. Over the past six months, we've been busy merging EFS into the iWealth family. It's been a fantastic journey, and we're thrilled to let you in on the details.
Gary and Kim have been serving their clients diligently for years, and their dedication has always aligned with our core values at iWealth. With this merger, we aim to create a seamless experience for all our clients while expanding our reach.
LPL Financial, the largest independent broker-dealer in the country, has joined forces with us, bringing advanced technology and resources to better serve you. Our commitment to continuity and maintaining the level of service you're accustomed to remains unchanged. Gary and Kim will continue to be here for you.
As we move forward into 2024, rest assured that our primary goal is to serve you better and provide you with the highest level of financial expertise. You may notice a slight change in the name – EFS will now be merged under the iWealth brand. You'll start seeing "I W" on your statements, but Gary's name will remain prominent.
We appreciate your patience and understanding during this transition. If you have any questions or need assistance, please don't hesitate to reach out to us. Our dedication to your financial well-being is unwavering.
Thank you for being part of the iWealth family. We look forward to continuing this exciting journey together. Here's to a fantastic 2024!
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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.
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