Broker Check

Experience, Education & Engagement

Bob Iglehart, CFP®, CPA-Inactive, CDFA® is an Independent Financial Advisor holding the key to decades of experience. 

Complimentary--br-- Consultation

Financial Advising Experience.
Get a second opinion on your portfolio, annuities & life insurance

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. Your hard-earned money deserves the precision of a CPA and the strategic planning of a CFP®.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More
Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn More
Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn More
It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More
Areas of Expertise
Franklin Templeton LogoVangaurd LogoFidelity Investments LogoJackson National LogoVan Eck LogoPrudential LogoGoldman Sachs Logo

Why
iHart Retirement Income Strategies

We are ready to provide you with an independent, client-driven boutique experience. 

Certified Financial Planner&#8482; Professional (CFP<sup>&#174;</sup>)

Certified Financial Planner™ Professional (CFP®)

A high standard of professional education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients.

Certified Divorce Financial Analyst (CDFA<sup>&#174;</sup>)

Certified Divorce Financial Analyst (CDFA®)

Specialized training to accounting, financial, and legal professionals in the field of Divorce financial planning. The CDFA® designation is available to individuals who have a minimum of two years of Experience as a financial professional, accountant, or family lawyer.

Certified Public Accountant (CPA)

Certified Public Accountant (CPA)

the Uniform CPA examination, serves to protect the public Interest by helping to ensure that only qualified individuals become licensed as CPAs.

Serving businesses, families &#38; individuals

Serving businesses, families & individuals

Most of our clients are retired, or about to retire, with investable assets greater than $500,000.

How We Help

How We Help

We also consult with and manage business retirement plans including 401(k)s, as well as Defined and Cash Balance Retirment Plans.

Get a second opinion.
Design a strategic retirement income plan

Thank you!
Oops!