FINANCIAL EDUCATION, RESOURCES, AND SERVICES
What We Do
The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services. In fulfilling our mission to help people “Get There” and live their best life, we deliver the following five unique value propositions:
- The industry’s most engaging, informative, and objective financial education content
- Clarity and confidence to help individuals make informed financial decisions
- Access to the IFW Network of Financial Professionals for everything financial
- Full implementation of effective, custom-tailored solutions for everyone’s unique needs
- Ongoing guidance and support to ensure maximum financial success through every stage of life
What Makes Us
Different?
Finally, financial education you can actually enjoy, delivered to you like never before. Who says financial education has to be boring, elitist, or hard to understand? Sure we have all the calculators, lists, and fundamental information available: But what sets the IFW apart is engaging, thoughtful, and unbiased programming curated similar to categories like science, the arts, and sports; you’ll actually like it!
OUR FINANCIAL PROFESSIONAL NETWORK
When you select an IFW Financial Professional you know they are aligned with the IFW, sharing the belief that when it comes to financial decisions; never say never, never say always…it depends. We carefully select our financial professionals to make sure they believe there is no one-size-fits-all solution or product and that every situation requires a unique and well-rounded approach.
OUR PROCESS
It’s just better! Your journey with the IFW will be delightful and specific to you and your needs. First, you will get the education and facts to help you better understand your situation, then you are connected to an IFW concierge that gathers the necessary information, so you can be paired with the right financial professional to review where you are and how you might improve your situation and help you…‘Get There‘!
FINANCIAL EDUCATION, RESOURCES & SERVICES DELIVERED WITH DIGITAL TOOLS, TECHNOLOGY, & A TRUSTED HUMAN CONNECTION!
WHY TRUST US?
SEC Registered Investment Advisor & Fiduciary
Nationally Recognized in the Media & News
Trust Pilot Top-Rated Financial Education & Services Company
A+ Rated & Accredited with The Better Business Bureau
Over 35 Trusted & Prestigious Certifications & Accreditations
These are actual webinar attendees and clients referred by The Institute of Financial Wellness to a Financial Professional and they were not paid any compensation for these testimonials or comments.
Unprecedented
Credentials &
Certifications
The IFW Financial Professionals, resource partners, and thought leaders hold over 35 of the most trusted, prestigious, and valued certifications and accreditations in the financial services industry!
Some of these include:
Certified Financial Planner® (CFP) • Chartered Financial Consultant® (ChFC) • Chartered Life Underwriter® (CLU) • PhD’s in Financial & Retirement Planning • Retirement Income Certified Professional® (RICP) • Masters of Science in Financial Services® (MSFS) • Accredited Estate Planner® (AEP) • Chartered Advisor in Senior Living® (CASL) • Masters of Business Administration (MBA’s) • Juris Doctors® (JD’s) • Certified Public Accountants (CPA’s) • Wealth Management Certified Professional® (WMCP) • Certified Investment Management Analyst® (CIMA) • Retirement Management Advisor® (RMA’s) • Certified Private Wealth Advisor (CPWA) and more..
Certified Financial Planner® (CFP) • Chartered Financial Consultant® (ChFC) • Chartered Life Underwriter® (CLU) • PhD’s in Financial & Retirement Planning • Retirement Income Certified Professional® (RICP) • Masters of Science in Financial Services® (MSFS) • Accredited Estate Planner® (AEP) • Chartered Advisor in Senior Living® (CASL) • Masters of Business Administration (MBA’s) • Juris Doctors® (JD’s) • Certified Public Accountants (CPA’s) • Wealth Management Certified Professional® (WMCP) • Certified Investment Management Analyst® (CIMA) • Retirement Management Advisor® (RMA’s) • Certified Private Wealth Advisor (CPWA) and more..
IFW in the Media
Our Leadership
The IFW Executive Team is ideally well-rounded to fulfill the company mission with extensive experience and successful track records from the financial services, media, technology, financial education, and entertainment industries.
“Based on my 25 years of experience running large financial services firms and leading hundreds of financial professionals, we recognized the need to establish the Institute of Financial Wellness to provide engaging, unbiased, fact-based information giving Americans the clarity and confidence needed to make the right financial decisions for their lives,” said Erik Sussman, IFW CEO & Co-Founder. “Importantly, we ensure that our customer journey helps people take action by selecting a Financial Professional who is committed to the same holistic and unbiased approach that addresses all aspects of financial well-being.”
Added Darren Sussman, IFW President, and Co-Founder: “Financial education does not have to be boring, elitist, or hard to understand. What sets the Institute of Financial Wellness apart is our commitment to deliver engaging, thoughtful, and unbiased programming that is curated in ways similar to other categories like science, the arts, or sports — so people actually understand and enjoy it!”
Renowned Thought Leaders
The IFW thought leadership and advisory board span some of the greatest minds and accomplished people from the financial services, business, insurance, entertainment, health & wellness industries. Esteemed thought leaders proudly support the IFW mission while providing valuable perspectives and support.
OUR TEAM
IFW’s Content
Platforms
THE IFW WEBSITE is your online financial education, content, and resource hub that provides 24/7 access to our education center, news, blogs, services, webinars, podcasts, video, and resource partners.
Explore our financial education, resources, and services.
SOCIAL MEDIA
We share unique, engaging content daily on Facebook, Instagram, and LinkedIn.
Follow us today.
E-NEWSLETTERS
Our free e-newsletter provides insider access to exclusive IFW content, resources, tips, trends, promotions, and the latest news.
Sign up today.
WEBINARS
Weekly live financial education webinars are an absolute must-attend for anyone seeking to maximize their financial future and live their best life. Current webinars are targeted by topic towards retirement planning, young & mid-career professionals, college planning, investments & savings strategies, and life & disability insurance. The live Q & A session is an audience favorite every time. Our webinars are also available On-Demand 24/7.
Register today.
VIDEO ON-DEMAND
Choose from a variety of channels and playlists to access the content you want, when you want it. IFW VOD hosts a variety of webinars, financial education, retirement strategies, interviews, trending news, evergreen content, and helpful resources at your convenience, 24/7 On-Demand.
View our videos today.
Featured Services
RETIREMENT ROADMAP
The IFW Retirement Roadmap is incredibly valuable to all pre-retirees and those in retirement. The goal of the IFW Retirement Roadmap is to empower individuals and families to realize their grandest retirement dreams. This is achieved by eliminating the fear of running out of money and teaching pre-retirees and retiree’s how to protect retirement assets from market volatility and unnecessary retirement taxation.
COLLEGE SAVINGS SOLUTIONS
This service can significantly reduce the out-of-pocket costs of college. It provides strategies on how to reduce the need for student and parent loans and help gain access to more merit-based aid, (free money available from colleges) while ensuring the best outcome for all financial awards and scholarships.
THE 401(K) WEALTH MAXIMIZER
Discover how to unlock the greatest potential of your 401(k). Learn strategies to potentially minimize the volatility of your 401(k) while maximizing the income you can receive. Your 401(k) is a critical part of your future financial success – take an active not passive role in it!
PROTECTING YOUR GREATEST ASSETS: YOU AND YOUR ABILITY TO EARN INCOME!
Don’t risk it – your ability to earn income, your loved ones, your assets, and your legacy are too important to risk. Learn the facts on how to make informed decisions when it comes to life, disability, and long-term care insurance.
FINANCIAL CHECK-UP
The IFW Financial Check-up is the best way to make sure your financial health is on track for sustainable well-being. You will gain more clarity and confidence in your budget management, review the fundamentals of a sound financial strategy, and how to position short, mid, and long-term savings goals. Additionally, you will learn key strategies to protect your income, your loved ones, and guarantee your legacy is properly secure.
