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.