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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®.

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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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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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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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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