The IFW Retirement Roadmap Experience helps my clients better understand how to properly balance their retirement assets. It really makes their decision making as easy as a two piece puzzle. The Math... See more
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See what reviewers are saying
In this crazy world we are living in, adding to your stress levels is how you are going to survive and thrive in retirement. The Retirement Plan from IFW provides the clarity to see how your current p... See more
No written review. The questions being asked seemed to me to be from prospective clients rather than agents. When I looked at the road map I think I would have appreciated the program more if I had... See more
It is so refreshing to find an authentic, caring, and compassionate company whose mission of helping people in their financial journey, you can actually feel when you speak with them! They go way... See more
Company details
About The Institute of Financial Wellness
Written by the company
The Institute of Financial Wellness (IFW) is the leading multi-media network dedicated to financial education, resources, and solutions—designed to help you live your best life in retirement. Our mission is to empower individuals with the knowledge, confidence, and tools to make smart financial decisions.
At the heart of our approach is the proprietary IFW Retirement Score, a game-changing tool that helps you assess and optimize your financial future. As an SEC-registered fiduciary, we are committed to delivering the highest level of integrity, expertise, and personalized guidance through our five core pillars:
1️⃣ Engaging, Informative, and Objective Financial Education – The industry’s most dynamic and easy-to-understand financial content.
2️⃣ Clarity & Confidence – Empowering you to make informed financial decisions with certainty.
3️⃣ Exclusive Access to the IFW Network – A trusted community of independent & esteemed financial professionals to help with every aspect of your financial journey.
4️⃣ Personalized Solutions – Tailored strategies designed to meet your unique needs and goals.
5️⃣ Ongoing Support – Lifelong guidance to ensure financial success at every stage of life.
Contact info
1400 NE 4th Avenue , 33304, Fort Lauderdale, United States
- info@the-ifw.com
- the-ifw.com
Just what I needed.
Good, honest, safe information and options. Definitely worth a consultation.
March 31, 2025
Unprompted review
Good answers to specific questions
Good answers to specific questions. Good detail, a good sign of things to come. I was able to connect to the hosts very well.
March 17, 2025
Unprompted review
Better understanding Annuities growth vs. income
Today's session was very informative. Short but informative. I needed to know more about annuities income vs. growth. Peter explained it well.
March 7, 2025
Unprompted review
Great education
Great education. The company is committed to educating and helping the public with our retirement needs. Always open to questions.
March 7, 2025
Unprompted review
The IFW was great
The IFW was great, they have some really helpful folks there who helped me with my finances
January 13, 2025
Unprompted review
The IFW was great
The IFW was great! I love their webinars - super helpful financial advice and they give it over in a way that is easy to understand. Highly recommend.
March 5, 2025
Unprompted review
Great seminar
Great seminar. Very informative and well-done. Thank you!
March 6, 2025
Unprompted review
Really good info!!
March 6, 2025
Unprompted review
The IFW was so helpful
The IFW was so helpful. I learned so much from the seminars. I feel blessed by this connection.
March 6, 2025
Unprompted review
I just meant with to get my retirement…
I just meant with to get my retirement score it was a great experience.
March 6, 2025
Unprompted review
A lot of items were explained to me in blunt form. No fluff. A plan was laid out and presented in simple terms and the expectation was logical. I hope my health allows me to meet my goals.
A lot of items were explained to me in
February 26, 2025
Unprompted review
All the men are true professionals and…
All the men are true professionals and know their business.
February 24, 2025
Unprompted review
Erik is a fantastic advisor
Erik is a fantastic advisor. I've been working with him for a while and I can appreciate his dedication to ensure I get the best deal to achieve the goals I set forth at the beginning.
February 22, 2025
Unprompted review
Top notch advice
I’ve attended a couple of webinars and am currently working with an advisor. I feel a lot more confident about having enough money to live a comfortable retirement with all the adjustments we’re making to my portfolio. Highly recommend!
February 21, 2025
Unprompted review
best retirement and financial resource…
best retirement and financial resource I have found yet. Highly recommend their webinars and make sure to get your retirement score too. best retirement and financial resource I have found yet. Highly recommend their webinars and make sure to get your retirement score too.
February 6, 2025
Unprompted review
BEWARE Financial Advisors think twice…
BEWARE Financial Advisors think twice before committing .
Lot of noise & sizzle regarding Software & Retirement Score. Nothing to show for it, as far as number of qualified appointments in 3 1/2 months and $12000.00 down the drain. Would have been better off buying qualified leads instead. People were driven to a webinar but the attendance was way below anyone's expectation, below 5%, some received a free book and provided email & tel no as a requirement for the free book still useless.
Totally disgusted and dissatisfied. I would not recommend it to anyone.
October 29, 2024
Unprompted review
Incredible Company and Team
It is so refreshing to find an authentic, caring, and compassionate company whose mission of helping people in their financial journey, you can actually feel when you speak with them!
They go way above to understand your goals and needs and will let you know if they are a good fit.
Highly recommend them!!!
February 3, 2025
Unprompted review
I attended a webinar and was very…
I attended a webinar and was very interested to discuss my retirement planning. I have been trying to do it on my own for years and finally realized I needed professional help. After speaking with Jack who was incredibly helpful, I was referred to Alan Williams to help me create my retirement plan. He was instrumental in helping me reposition my retirement assets to give me the income that I need and want in a few years when I retire. Alan is now helping one of my friends as well as my mom and stepdad plan for their retirement future as well. I'm very grateful to IFW for the information they provided me with and referring me to Alan
January 6, 2025
Unprompted review
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