How We Do It

You know where you want to go in life, and at Performance Wealth, we know that the route you take to get there is just as important as where you wind up. That’s why every plan we craft goes through a proven process in order to seek the best possible chance of success.

Through the Financial DNA process, we take the necessary steps to build a one-of-a-kind plan tailored to your individual needs – even your communication preferences.


Get Your Financial DNA


Start by getting your Communication DNA.

The Performance Wealth process allows you to enjoy life knowing that an informed and trusted advisor is looking out for you and your plan.

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Performance Wealth are not affiliated.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.