Become A Member of IWC

Planning Strategies Membership Includes

Development of your personal Master Wealth Planning Blueprint or what we call our “MAP.” This MAP is designed to provide you with cutting-edge strategies to meet your wealth planning goals, addressing areas including, but not limited to:

  • Income Tax Reduction Planning
  • Business and Wealth Succession Planning
  • Asset Protection Planning
  • Estate Tax Reduction or Elimination.

The preparation of your MAP involves several hours of professional analysis, preparation and advice. When complete, you will be presented in a graphical representation with a very comprehensive wealth preservation plan that should address all of the issues you identify to us. IWC also provides the tools and coordinates with its team of professionals to implement all of the business and wealth planning strategies outlined in your MAP.

Other Benefits of Membership:
  • Periodic MAP Updates: (Anytime you anticipate or experience a material change in your business or personal life, you simply alert your IWC representative and IWC identifies and coordinates all of the necessary services and advisors.) IWC will also make periodic recommended updates to your MAP.
  • Ongoing Recommendations: Coordination with professional, financial and other business and personal advisors which you or IWC identifies as essential to your business and personal wealth planning needs;
  • Access to Professional Consultants: Access to IWC’s team of legal, tax and accounting professionals, who will assist you in optimizing your income producing and wealth accumulation strategies from both a tax and wealth preservation perspective. Our goal is to provide you with one-stop service - your “Home Office” providing access to professional advice when needed, without your having to worry about ongoing hourly fees or having to educate a new advisor with each event in your life.

For more information about becoming an IWC Member, contact us or call us at (775) 852-5300.

Promptly after signing up for IWC’s Planning Strategies Membership,
the following steps will be taken:

  1. First, you will receive a comprehensive confidential worksheet. This worksheet will enable IWC planners to gather information about you, your family, your activities and finances, your business interests, your concerns and goals.
  2. Next, an IWC representative will contact you for an initial consultation.
  3. Once this information is gathered and after your initial consultation, IWC’s team of professionals will conduct a “round table” to analyze your personal needs and develop what they consider to be the most advantageous strategies for you and your family. You will then be presented in a detailed graphical format, your personalized MAP.

Note: IWC is not a law firm or accounting firm, but contracts with various legal and other professionals, with your permission, to ensure that you are provided the services you need in a timely and coordinated manner. Please read our Full Disclaimer below.