Get your account set up online at:
Questions on saving and investing call (714) 415-2680, or schedule a time: iwmfinancial.com/appointment
Download the Enrollment Kit (English)
Download the Enrollment Kit (Spanish)
The 403B is held with to Principal Life Insurance Company provide multiple tools, education resources, and additional means to serve you.
Plan Assets are custodied by Principal Life Insurance Co.
The Financial Advisor for the plan is: Bradley Shammas, CFP®, CPFA.
We create strategies that are tailored to your needs and goals.
Schedule a time to discuss your account.
The plan allows discretionary investing to any of the options available on the platform.
If you want to hit the "easy button" you can pick one Target Date Fund to do it for you.
We can build portfolios tailored to your specific needs and goals