What We Do

In everything we offer at Performance Wealth, it all comes back to you. From your first investment to planning for retirement and every life event in between, we’re here to help.

Goal Review and Communication

  • Discover Financial DNA
  • Cash Flow and Net Worth Analysis
  • Regular Portfolio Meeting
  • Access to Financial Advisor Team

Retirement Planning

  • Accumulation Strategy (IRA, Roth IRA, 401k)
  • Distribution Strategy
  • Succession Planning
  • Estate Planning Strategies
  • Life Insurance Analysis

Financial Services

  • Investment Management Analysis
  • Financial Plan with Annual Action Agenda
  • Continual Monitoring
  • College Funding

Tax Efficient Strategies

  • Tax Management
  • Planning for Upcoming Changes
  • Communication with Tax Preparer

Your Financial DNA


Start by getting your Communication DNA.

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.