iHart Retirement Income Strategies is a wealth management firm dedicated to collaborating with clients to pursue their financial goals and designing personalized, sustainable income strategies while preparing for, or living in, retirement.
Experience, Education and Engagement are what set us apart from the rest.Read More
Complete university-level coursework through a program registered with CFP Board.Addressing the major personal financial planning areas; earn an accredited college or university Bachelor’s degree or higher; and complete a financial plan development “capstone” course.
Certified Financial Planner™ ProfessionalThe Certified Financial Planner (CFP®) designation is a voluntary certification recognized in the United States and a number of other... Read More
Certified Public AccountantCertified Public Account (CPA) is the statutory title of qualified accountants in the United States who have passed... Read More
Certified Divorce Financial AnalystThe Certified Divorce Financial Analyst® (CDFA®) designation is issued by the Institute for Divorce Financial Analysts™ (IDFA™)... Read More
iHart Retirement Income Strategies serves business, families and individuals. Most of our clients are retired, or about to retire, with investable assets greater than $500,000. We also consult with and manage business retirement plans including 401(k)s, as well as Defined and Cash Balance Retirment Plans.