Grow My Wealth

Do you need support managing your portfolio or managing your cash flow? Don’t know how to maximize your retirement planning? Wealth accumulation can seem difficult, but IEM is here to help. We serve our clients by:

• Establishing goals around major life events
• Cash Flow Planning of retirement saving strategies, 529/college saving strategies, debt reduction, tax planning, and budgeting
• Portfolio Management through rebalancing, tax-efficient investing, etc.
• Qualified Retirement Plan Analysis - Employer-sponsored plan, such as 401k, 403b, Health Saving Account (HSA) recommendations
• Strategies for Concentrated stock positions and executive compensation plans such as RSUs, Stock Options, SARs
• Tax Planning