IWM Financial, Inc.

Intentional Wealth Management Income + Retirement + Tax Planning Orange County & Riverside We work with people who feel like they pay too much in taxes and are ready to make an intentional plan. Some of the services we provide: Plan first, invest second - The firm motto. Our Intentional Plan™ process will outline a tax, risk, and income plan, and only after the planning process will we go through the investment selection process. Retirement Planning - Retirement Planning from CFP® professionals sets a standard of excellence to meet your goals with clarity and confidence. Fiduciary Investing - Using research driven, academically based investing, we build a process of investment smarter, while emphasizing tax-management along the way. Tax Strategies - With active tax management strategies, we can partner with CPA's and tax advisors to build efficient tax strategies and solutions. Estate Planning - We want to help ensure your estate is properly managed, so your wealth becomes a blessing, not a burden, to your family. Income Planning - One of the biggest values we can add to clients, we build income strategies so you can have reliable income throughout your life. --- Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. IWM Financial, Inc. and CreativeOne Securities, LLC are not affiliated.