01
Creation Intelligence
Savings analysis, spending patterns, subscription audit, and your personal Wealth Creation Score. Know exactly where you stand and where you're going.
02
Manage Intelligence
Real-time portfolio view, position tracking, performance vs. benchmarks. Your full investment picture in one centralized place.
03
Protection Intelligence
Life insurance gap analysis, P&C review, long-term care planning. Make sure what you've built is fully protected.
04
Tax Mitigation Intelligence
Seven proven strategies to legally reduce your tax burden. Roth conversions, tax-loss harvesting, asset location, and more - mapped to your situation.
05
Market Intelligence
Multi-agent market monitoring across interest rates, macro trends, sector rotation, and technical patterns. Morning brief delivered daily.
06
Identity Intelligence
Your own @iwfinn.com email + credential vault. A managed financial identity so your vital information is never exposed to the public web.
07
DTG - Digital Transaction Guardians
Human oversight for every financial transaction. No changes by email or text - ever. Verbal confirmation only to stop modern fraud cold.
08
IW FiNN Trading
Direct trade execution through your Schwab account. Text us the trade, we place it, you get the confirmation number. $499 setup.
09
Email Intelligence
Your @iwfinn.com inbox is your personal financial command center. Daily market briefs, individual stock analysis, tax document sorting — 1099s, K-1s, statements — research summaries, and financial news curated to your portfolio. Nothing important ever gets buried in your personal inbox again.
10
Asset & Real Estate Intelligence
Every property you own — primary home, rental, duplex, private investment — lives in its own visual vault. Cash flow, property taxes, insurance gaps, Airbnb links, mortgage docs, title, and a full SWOT analysis. IW FiNN tracks every asset you own, not just the ones in a brokerage account.
11
Debt Intelligence
Liabilities are half the balance sheet. Bi-weekly mortgage modeling, HELOC velocity paydown strategy, interest deductibility analysis, and live rate shopping for mortgages, HELOCs, auto loans, and refinances. IW FiNN finds the leverage opportunities hiding inside your debt.
12
Estate & Legacy Intelligence
Wills, trusts, beneficiary designations, powers of attorney — reviewed, organized, and monitored. IW FiNN ensures the wealth you built actually reaches the people you built it for. No gaps. No surprises.
13
Business Owner Intelligence
Business valuation tracking, buy-sell agreement review, key man insurance analysis, exit planning, and succession strategy. Built for the business owner who has never separated their personal net worth from their company's.
14
Retirement Income Intelligence
Traditional vs. Roth contribution modeling, withdrawal rate projections, RMD avoidance strategies, Social Security timing optimization, and Medicare coordination. IW FiNN calculates exactly what your retirement income will look like — and the tax cost of every path to get there.
