Organizing Your Finances So You Can Retire On Time!

There is more to financial planning and investing than crunching numbers. IAM Financial, LLC is a low-cost, fee-only, financial planning firm dedicated to helping self employed business owners and professionals organize their finances so that they can retire on time. We do this using simple, fundamental planning strategies such as:

Pay Yourself First
Live Debt (Stress) Free
Create a (Plan) Vision
Focus on (Net) Worth

And investing strategies such as:

Low Cost Investing
Tax Conscious Investing
Passive (Index) Investing
Asset Allocation
Reduced Volatility
Buy & Hold Investing with Opportunistic Rebalancing

To learn more about our strategies and philosophies visit our Services.