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Experience, Education & Engagement

Bob Iglehart, CFP®, CPA, 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®.

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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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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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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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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