In today’s podcast, we talk to Ian Meierdiercks, Founder and Chief Planner of IM Wealth Partners, a company he launched in 2003 to provide clients with financial planning and concierge services. He tells us how he takes a holistic approach to wealth management, considering all aspects of a client's financial life.
“There's all the things that I saw at my old firm that I thought could be done in a different way…I just put together a best hits and created something that now we call the financial concierge,” he explains. “Everybody needs to deal with tax issues and estate planning issues and business issues and cash flow issues and investing and insurance, but no one usually has a team to do that. So, we quarterback that team and either bring in our own partners to do that outside of our core competency or we deal with theirs.”
The main topics of today's episode will be:
Why during rough times, you should stick with your plan and core business philosophies.
Evaluating how much risk you are taking as we get back near the highs.
Why you should understand your tax return and where the needle is moving.
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*Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC Advisory Services offered through SA Stone Investment Advisors Inc.
