Each retirement plan should be different and unique– because so are you.
Welcome
You deserve more than a cookie cutter financial and insurance plan. We take an individualized approach based on our holistic, trademarked strategy.
Our Pillar of Retirement Strategy encompasses education and a holistic approach that will help you build a solid, stable plan putting you in power and securing your financial independence. Our mission is to understand who you are, what you want to accomplish and how we can help you get there. Capturing your true worth and financial Independence is our number one priority.
In simplifying the “wall street” and insurance jargon and personalizing your plan, you can spend more time on what really matters.
As Featured On
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April 29, 2020
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April 05, 2021
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Award Recipients: Anthem, Security Benefit, Advisors Excel, North American Company for Life & Health, among other Notable Insurance and Financial Institutions.
About Us
At InPower Investments & Wealth Strategies and Independent Retirement Group, we have decades of experience in the Financial and Insurance Services Industries. You can be sure you’ll find dedicated, educated, and effective planners and staff to assist you in all of your investment, retirement and insurance needs.
Core Values
- Integrity
- Continuous Development
- Open Communication
- Excellence
- Client Service & Care
- Community
Financial Services
Many clients that have gone through our trademarked Pillar of Retirement process have found added protection, security, and in fact thrive across different market and life cycles.
We will work to create a customized strategy that helps you meet your long-term financial goals while avoiding unnecessary loss or tax, no matter which phase of life you are in. We focus on each phase of retirement and business planning: Accumulation, Conservation, Distribution and Legacy.
The PILLAR of Your Retirement™
THE PILLAR PLANNING PROCESSProtection
Not only are unwelcomed downturns in the market a risk to your portfolio, there are external threats that we need to insure or place in protected vehicles. Rising health care costs, disability, long-term care, and premature death are generally the largest external threats to your portfolio.
Interest and Inflation
Interest earned is an important piece of the planning process, yet it is not the only thing. Many Advisors will discuss only interest with you; yet there are many variables to a healthy portfolio. Interest needs to keep up with inflation – inflation is often referred to as the silent predator of any portfolio.
Liquidity
Having enough liquid money is imperative in any plan. Investing all our “eggs in one basket” or tying too much up may put you in an illiquid situation, without the accessibility necessary.
Lifetime Income
In our vast experience, many of our clients’ number one concern is running out of money. With guaranteed income at the core of your portfolio, we ease the burden on your savings from things like market risk and sequence of returns. Guaranteed life-time income can help us to better manage the entire portfolio and secure your life style.
Alleviate Taxes
By managing and strategizing how and distribute where we save, we can either defer or minimize income tax all together. It is imperative that we identify tax strategies that not only help you today, but also in retirement and beyond.
Risk Mitigation
Diversification is an important part of the planning process. Utilizing your age, risk assessment and goals, our team can help manage your market risk. We do not base this on emotion or how well the market is currently performing, but off historical data and tried and true investing rules of thumb.
Personal and Business Planning Services
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Retirement Planning
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Estate Planning
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Tax Effective Strategies
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Investment Advisory Services
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College Funding
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Debt Education and Help
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Life Insurance and Final Expense Planning
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Social Security Planning
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Charitable and Estate Funding
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401K Rollovers
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Health Insurance, Critial Illness
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Medicare and Prescription Drug Insurance
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Disability Income Planning
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Long Term Care Planning
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Disability, Critical Illness and Cancer
Insurance
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Tax Effective Executive Compensation/Bonus
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Retirement Plans (401k, SIMPLE, SEP, etc.)
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Group Health and Supplemental Benefits
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Successor Planning and Funding
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Split Dollar Arrangements
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Workplace Education
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One on One Consultations with Employees
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No Cost Supplemental Benefits
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Capital Protection
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Risk and Balance Sheet Diversification
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Key Person
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Buy-Sell Arrangements and Exit Strategies
What You Can Expect
Step One
Getting to Know You: We assess your situation and take time to learn about your hopes, goals, and dreams.
Step Two
Research & Analytics: Based on what we discover in step one, we research and analyze your current plan, while noting strengths, as well as opportunities for growth.
Step Three
Professional Guidance & Implementation: We share our findings and walk you through each part of our plan in a friendly, jargon-free conversation.
Step Four
Personalized Client Service & Care: Throughout your journey, we include regular consultations and reviews to help ensure you are poised to achieve your goals.
Our Team
Do you feel In Power of your Financial Independence? Our Advisors are well versed and specialize in different facets of financial and insurance planning to help you thrive.
Whether you are in need of employee benefits, business planning, or personal planning – we can help! Call, Email, or Chat today to get your plan in motion – Click on Contact Us
Resources
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
NEWSLETTERS
Timely newsletters to help you stay current.
Headquarters
1760 American Dr.
Neenah, WI 54956
Fax: (920) 733-1711
Email: Admin@inpowerinvestments.com