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About Us

Dedicated to helping you live your best life in retirement

We provide the knowledge, resources, and support to make the right financial decisions.

Our Mission

At The Institute of Financial Wellness (IFW), we believe financial education goes beyond numbers—it’s about helping people ‘Get There’ and live their best lives in retirement. Founded to provide clear, unbiased, fact-based financial guidance, IFW is America’s premier resource for engaging content, tailored solutions, and expert guidance to make the right financial decisions.

Our proprietary IFW Retirement Score furthers this mission, empowering everyone to achieve their best possible score and reach their retirement goals.

Our Value

In a world where financial advice can be complex and biased, we aim to simplify, clarify, and inspire. Financial journeys are unique and not “one-size-fits-all,” which is why, when it comes to financial decisions, “Never say never. Never say always. It depends.”

Our curated resources and expert guidance reflect this philosophy, offering a one-of-a-kind network of financial professionals and content dedicated to empowering you to make the right financial decisions.

Our unique value is built upon five pillars:

Dynamic and Objective Financial Content: Engaging, practical resources that empower you to make informed financial choices.
Clarity & Confidence: We deliver clear insights and guidance so you can approach retirement planning decisions with confidence.
Access to Top Financial Experts: A network of trusted experts who prioritize holistic, personalized advice to help you achieve your ideal retirement.
Custom Solutions, Tailored to You: We believe in customized strategies that reflect each client’s unique needs, goals, and life stage.
Ongoing Support: Life changes, and so do financial needs. We provide continuous guidance to adapt to these shifts.

The IFW Process

Through our IFW Retirement Score, we guide you on a supportive journey tailored to your unique situation. After understanding your needs, an IFW concierge gathers key information, initiates your Retirement Score process, and connects you with the right financial professional to help chart a path that truly aligns with your goals.

Our Network

Our IFW Financial Professional Network is an essential part of what makes us unique. We carefully select independent financial professionals who align with our philosophy—understanding that “it depends” when it comes to financial planning. With extensive expertise and over 35 combined prestigious certifications, our professionals are ready to help you create a holistic, personalized plan that covers all aspects of financial well-being.

Additionally, the IFW is a registered fiduciary with the SEC.