Experience, Education & Engagement
Bob Iglehart, CFP®, CPA, CDFA® is an Independent Financial Advisor holding the key to decades of experience.
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®.

The Cost of Procrastination

Tax & Estate Strategies for Married LGBTQ+ Couples

Problems with Probate

Social Security: The Elephant in the Room

The History of Currency

Suddenly Single: 3 Steps to Take Now









Why
iHart Retirement Income Strategies
We are ready to provide you with an independent, client-driven boutique experience.

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

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.
