David J.
Very substantive and…
Very substantive and detailed.....better yet with the Q&A and almost everyone's questions are addressed.......and the proverbial "it depends" is expected......Thanks!

The Institute of Financial Wellness (IFW) is the leading multi-media network dedicated to financial education, resources, and solutions—designed to help you live your best life in retirement. Our mission is to empower individuals with the knowledge, confidence, and tools to make smart financial decisions.At the heart of our approach is the proprietary IFW Retirement Score, a game-changing tool that helps you assess and optimize your financial future. As an SEC-registered fiduciary, we are committed to delivering the highest level of integrity, expertise, and personalized guidance through our five core pillars:1️⃣ Engaging, Informative, and Objective Financial Education – The industry’s most dynamic and easy-to-understand financial content.2️⃣ Clarity & Confidence – Empowering you to make informed financial decisions with certainty.3️⃣ Exclusive Access to the IFW Network – A trusted community of independent & esteemed financial professionals to help with every aspect of your financial journey.4️⃣ Personalized Solutions – Tailored strategies designed to meet your unique needs and goals.5️⃣ Ongoing Support – Lifelong guidance to ensure financial success at every stage of life.
The Institute of Financial Wellness (the-ifw.com) has 273 customer reviews on Five Star Index, with an average rating of 4.7 out of 5.
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Media & Information · Brandon, Florida
Excellent

Media & Information · Jacksonville, Florida
Excellent

Media & Information · Boca Raton, Florida
Excellent

Media & Information · St. Petersburg, Florida
Excellent
273 approved reviews, newest moderated first
David J.
Very substantive and detailed.....better yet with the Q&A and almost everyone's questions are addressed.......and the proverbial "it depends" is expected......Thanks!
Jeannette Farji S.
Very helpful, transparent and honorable. They truly simplified my strategy so that I could understand my financial picture. I highly recommend!
BigAl D.
Webinar was very informative. Next step I signed up for consultation that is free for the roadmap.
Yanille C.
I really loved this teaching I can’t wait to start the roadmap . They answered many questions I did not have clarity on like Roth’s and taxes , HSA, and so much more ,really encouraged me to sign up because it’s so good to not be worried about money especially when u r going into retirement. The class was full of nuggets learned about safe bucket reverse mortgage not to take out from your investments early , taxes. Oh I can’t wait for my scheduled appt tomorrow at 3:30. I also perceived their genuine and honest and have passion to help make peoples lives better . I call this a kingdom connection. So glad I joined in . I will follow and can’t wait for my future . Im 42 your eyes open at age 42. So i am serious I want to give my 100% in it. So blessed to have found u guys all u guys where excellent thank u so much God bless you
Cynthia M W.
Awesome wealth of information. I will share this with my family and friends!
james W.
I thought the information was informative - I didn't feel it was necessary for Erik to berate Scott on the call over his technical issue he was having. I thought that was a little unprofessional. If that's how he treats his employees, how does he treat clients?
Scott M.
Very good information.
GG
Helpful information shared.