We provide personalized financial planning services to help you navigate life’s major transitions—whether it’s debt management, a wedding, a new baby, a divorce, remarriage, retirement, or the loss of a loved one. From charitable giving to managing second homes and long-term care, we offer professional guidance tailored to your unique circumstances. Let us help you make informed decisions and secure a stable financial future during life’s pivotal moments.

We offer a wide selection of high-quality, competitively priced variable life insurance products designed to meet your unique needs. Whether protecting your family, building wealth, or planning for your future, our skilled team is here to help you navigate the choices and find the best coverage for your goals.

How do you picture your retirement?  Whether you’re merely a few years or several generations away, now is the time to begin planning. IAT Wealth Partners is here to help you complete the puzzle of retirement plans by providing customized attention, professional services, and a strategy that matches your specific dreams.

Investing should be clear: buy low and sell high, but most of us forget to follow that advice. There are strategies that can help you create an investment portfolio that represents your risk tolerance, time horizon, and objectives. Our investment products and services are designed to assist you in accomplishing your financial objectives at all stages of your life. 

We recommend smart investment strategies to help fund your children’s education, including 529 plans and Florida Prepaid options. Our goal is to help you maximize savings, minimize taxes, and help build a strong financial foundation for their future.

We help your business attract and retain top talent by offering customized employee benefit packages, including the design and maintenance of retirement plans. Our solutions are tailored to meet your workforce’s needs and support long-term financial security, which can give you a competitive edge in the marketplace.