The Institute of Financial Wellness Reviews 

This service was instrumental in organizing my finances, and I'm pleased with the results; most importantly, it is trustworthy.

I had the best experience with IFW. Thank you so much for all your help!

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The Institute of Financial Wellness is an outstanding resource for anyone looking to take control of their financial future. Their expert guidance, wealth of knowledge, and practical strategies make financial planning simple and achievable. The team is professional, responsive, and truly cares about helping people reach their financial goals. Whether you're planning for retirement, investing, or just looking to improve your financial well-being, this is the place to go. Highly recommend!!!!

Had an amazing experience! So knowledgeable and easy to work with. Took time to explain everything until I understood and felt comfortable. Couldn’t recommend more!

Erik was on top of everything along the way and it a pleasurable experience.

Erik was a complete professional. His group took care of everything and I had very little to do.

Signed up as a lead generation at the recommendation of one of my IMO's. Expectations were set early on to mot expect too much early on but it would get better. After paying the annual fee to sign up for their software, I was also enrolled to begin lead generation in January. Had dreadful results. Just plain awful. No where near the results that were promised. They set low expectations and even failed to meet those after 10 months of lackluster results. Had multiple issues that arose and voiced those concerns to the Sussmans. They promised to correct issues and was never completed. I would not recommend.

As a broker, don't.

Dear IFW: This testimony is to confirm the value I place on my association with IFW. I have managed several wire house firms as a Series 24, Commodities Branch Mgr. as series 31. I conduct classes for Ca, State Bar for Probate & Estate planning sections. For an in the field producer Your program is the BEST I have ever been associated with. Please keep up the GREAT work! Also, your team members are Great.

This is the best program for helping clients with retirement planning. The resources available for advisors are second to none. Highly recommended.

I purchased this software and lead program. I immediately ran the software on an existing client that had told me no to rolling his old 401K. After getting his retirement roadmap score, he was ready to proceed and rolled over $600K.

Jack is a true professional who, obviously, enjoys interacting with people. Thanks, Jack, for the most positive experience speaking with you today!

The Institute of Financial Wellness took on all the time-consuming and tedious tasks of finding ideal prospects, marketing to attract them, educating them though an intriguing webinar, making them a compelling offer of an IFW Roadmap, following up with them through phone calls, connecting with them, qualifying them to make sure they have sufficient financial resources, building a relationship of trust, gathering their data, creating a Fact Finder and their customized Roadmap, setting an appointment for us to meet with them, and confirming the appointment. All we have to do is show up and present their IFW Roadmap. This is by far the most complete sales system I have seen in my 35 years in this industry!

Eva Sussman is my advisor. He has guided me through the process of changing me from my other company. He was patient with me and guided me through completing the forms and returning them. My other company was under performing. I put my trust in IFW!

You can find out how ready you are for retirement fast. Other retirement tools are hard to use and don’t have new ideas like a volatility buffer. I like the IFW method, which is smart and clear.

In this crazy world we are living in, adding to your stress levels is how you are going to survive and thrive in retirement. The Retirement Plan from IFW provides the clarity to see how your current plan is set up and how successful it can be. Then the IFW team can provide you with options, strategies and solutions to help make that plan more sustaining to people's individual and family situations. Having the ability to help people in this exercise is what drew me to this opportunity.

I chose IFW because I love their philosophy of how they are positioned to do business...

Incredible service. They completely focused on my needs and exceeded my expectations.

They are professional, friendly, communicative, informative… They are amazing! IFW is financial IVF for retairement issues.