Brad Connors Email & Phone Number

Today's economic climate offers unprecedented obstacles and opportunities. At iWealth, our mission is to help clients take advantage of those opportunities by guiding them along using our unique process.iPath“Our unique 8 step process designed and developed by iWealth to help give clarity and confidence to our clients.”8 Step Process• iDiscussion• iLife Planning Guide• iGaps• iSolution • iDiscover • iTrack• iValue • iFirstOur Services • Small Business Planning (Succession, Tax & Estate Planning)• Financial management• Investment planning • Retirement planning • Risk management• Insurance planning • Estate planning• Cash flow analysis • Debt analysisFor help with your financial management, or for more information on iWealth, please contact us;507-835-9111 or www.iWealth4me.comMy Story - My story begins with a car accident at the age of two. I had a collapsed lung and as a result of that accident, I lost my father. There was an insurance settlement that was paid out and it was tied up until I was 18 years old. It was put on interest at a bank and back in the 80’s we had pretty good interest rates; so, the account grew pretty well. At the age of four, my dad Craig adopted me. I was raised by my dad and mom, Craig and Lynn, and I have one brother, Corey that's in the family plumbing business. Click to view full story - https://youtu.be/WwE2KFT-pQc

Listed skills include Retirement Planning, Financial Planning, Risk Management, Investments, and 46 others.