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WWM QUIZ RESULTS

WE RECOMMEND WWM IADVISOR + THE IPLAN ADD-ON

Since you have investable assets outside a company 401K or retirement plan, but would also like personalized assistance with long-term financial planning, we recommend iAdvisor with the iPlan Add-on service. With iAdvisor, you'll get investment management you can trust. We do not shy away from the fact that our job is to perform at a high level for our clients. A relationship with WWM means partnering with an asset management firm who cares as much about the growth and protection of your assets as you do. Plus, iPlan offers a simple and straightforward approach to goal based financial planning.

WHAT'S INCLUDED IN YOUR PLAN:

  • Active portfolio management
  • Multiple account options including Traditional IRA, Roth IRA, Trust accounts and more
  • Risk-based allocation models
  • Proprietary equity research
  • Risk management algorithms
  • Access to e-Money personalized website by subscription
  • Access to experienced financial advisors

SERVICE COST

iAdvisor is a fee-based asset management program. Please sign up for a WWM account and we will contact you with a customized fee proposal.

IPLAN ADD-ON SERVICE

WWM iPlan can help you create a comprehensive, long-term financial plan.

Your iPlan subscription includes:

  • Annual digital financial check-up with an experienced WWM advisor
  • Personalized e-Money financial planning website
  • Digital secure document storage capabilities
  • Real-time asset/perform

Qualify for a discounted rate of $25 per month if you have a minimum of $25,000 invested in the iAdvisor platform. Normal iPlan subscription rates apply on balances less than $25,000.