Bob Iglehart, CFP®, CPA, CDFA® is an Independent Financial Advisor holding the key to decades of experience.
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®.
We are ready to provide you with an independent, client-driven boutique experience.
A high standard of professional education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients.
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.
the Uniform CPA examination, serves to protect the public Interest by helping to ensure that only qualified individuals become licensed as CPAs.
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.