The IFW Retirement Roadmap Experience helps my clients better understand how to properly balance their retirement assets. It really makes their decision making as easy as a two piece puzzle. The Math... Voir plus
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Lisez les avis des autres
In this crazy world we are living in, adding to your stress levels is how you are going to survive and thrive in retirement. The Retirement Plan from IFW provides the clarity to see how your current p... Voir plus
No written review. The questions being asked seemed to me to be from prospective clients rather than agents. When I looked at the road map I think I would have appreciated the program more if I had... Voir plus
It is so refreshing to find an authentic, caring, and compassionate company whose mission of helping people in their financial journey, you can actually feel when you speak with them! They go way... Voir plus
À propos de l'entreprise
À propos de The Institute of Financial Wellness
Écrit par l'entreprise
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.
Coordonnées de contact
1400 NE 4th Avenue , 33304, Fort Lauderdale, Etats-Unis
- info@the-ifw.com
- the-ifw.com
4,7
Excellent
288 avis
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Tammi was so helpful with advising and…
Tammi was so helpful with advising and assisting me with my mother's finances, she really removed a lot of stress. Thanks to her & IFW.
9 janvier 2025
Avis spontané
Five Star Service
I had a wonderful experience with Tamara. Was very helpful and educational with putting a plan for both now and the future for my family and I. Five Star service all the way!
5 décembre 2024
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Great experience
Great experience. Wheeler really listens and helped develop a plan that makes sense for me and my family now and in the future.
22 avril 2024
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Wheeler was very helpful and…
Wheeler was very helpful and professional. I like that he is independent and can offer creative advice and planning.
1 juillet 2024
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Mr.Pulliam helped us set up an…
Mr.Pulliam helped us set up an educational savings plan for our 4 girls. He was thorough and insightful, taking the time to answer all of our questions. Highly recommend.
6 novembre 2024
Avis spontané
A true professional
Five-star experience with Wheeler Pulliam! He's incredibly knowledgeable about the markets, especially when it comes to equities and derivatives. Highly recommend!
16 mai 2024
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I worked with a CFP named Wheeler
I worked with a CFP named Wheeler. He was fantastic! Very attentive to my needs and concerns.
16 janvier 2025
Avis spontané
Great Retirement Info
A ton of info that helped my retirement savings get on the right track. All of the advisors are fiduciaries too.
17 décembre 2024
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The most entertaining and informative…
The most entertaining and informative webinar i have attended!
3 février 2025
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An invaluable resource when facing retirement
IFW has been an invaluable resource for me in facing retirement challenges I didn’t know existed. They provided valuable information about optimizing my IRA, taxes, and making sure my legacy was secure to take care of my loved ones. They have been a great help to me as I enter this new stage of my life.
29 janvier 2025
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Working with IFW was a great decision
Working with IFW was a great decision. I attended the webinar then got my retirement score. My IFW concierge and advisor were the best. thank you!!!
27 janvier 2025
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IFW has been An instrumental part in…
IFW has been An instrumental part in planning for my retirement and financial success! Darren and his team of advisors were first class from the moment meeting them. The Webinars were informative and easily digestible.
1 février 2025
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The Institute of Financial Wellness…
The Institute of Financial Wellness transformed my financial planning, allowing me to focus on what truly matters. Highly recommend!⭐⭐⭐⭐⭐
15 décembre 2024
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The Institute of Financial Wellness…
The Institute of Financial Wellness (IFW) is outstanding! Their webinars are hands down the best I’ve seen—informative, engaging, and packed with actionable tips. The team is incredibly knowledgeable and truly invests in helping you succeed financially. Whether you're just starting or looking to refine your strategy, IFW provides top-notch resources and personalized support. I’ve gained so much from their services, and it’s been a game-changer for my financial journey. Highly recommend!
25 janvier 2025
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Trust and confidence
Trust, honesty, ease!
I was made ti feel completely confident throughout the process.
Highly recommend this team!
6 janvier 2025
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I feel safe and confident!
6 janvier 2025
Avis spontané
Professional and Trustworthy
The Institute of Financial Wellness has helped me put my retirement goals in order. Their professionals are knowledgeable and very trustworthy. I would recommend them to anyone who wants to make sure they are planning their finances properly.
31 janvier 2025
Avis spontané
I enjoyed working with IFW
I enjoyed working with IFW. They are so knowledgeable in broad range of financial topics. Great customer service, attention to detail and excellent line of products. I highly recommend
1 octobre 2024
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