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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®.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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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.
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Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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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

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