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FAQS
Frequently Asked Questions
What is macro planning, and how is it different from micro planning?
Macro planning looks at your entire financial picture — taxes, insurance, investment advice, cash flow, and more — and aligns everything into one coordinated strategy. Micro planning focuses on individual pieces, like a single insurance policy or investment advice, without considering how it interacts with the rest of your finances.
Why is macro planning important for my financial future?
By seeing the big picture, macro planning helps prevent gaps, reduces conflicts between financial decisions, and ensures every part of your plan works toward your long-term goals. It’s proactive rather than reactive, giving you confidence and clarity.
What services do you offer?
We offer a full range of financial services, including:
Estate & Legacy Planning
Home, Auto, & Liability Insurance
Life & Disability Insurance
Health & Medicare Insurance
Retirement Planning, Annuities, & Investment Advice
Tax Planning
Cash Flow Management
Funeral Planning
All services are coordinated through a macro planning approach.
How do your partnerships work?
We collaborate with trusted professionals across insurance, investment advice, and estate planning. These partnerships allow us to provide seamless, integrated solutions without you having to manage multiple financial professionals separately.
Who is macro planning for?
Macro planning benefits anyone who wants a clear, coordinated approach to their finances. Whether you’re a family protecting assets, planning for retirement, or an individual seeking long-term security, our services will help you accomplish your goals.
How often should I review my macro plan?
We recommend reviewing your macro plan at least once a year, or whenever major life events occur — like marriage, a new child, a job change, or retirement planning. Regular reviews ensure your entire financial strategy stays aligned with your goals.
How do I get started with your service?
Getting started is simple. Click the get started button below, and one of our trusted financial professionals will reach out to schedule a complimentary introduction call.
How can I contact customer support?
You can reach our support team via phone, or email. We’ll get back to you as soon as we can!
We help simplify the complex world of finance by bringing together expert strategies, trusted partnerships, and personalized planning that align with your lifelong goals.
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1234 S Power Rd, St 101, Mesa, AZ 85206
140 N Union Ave, St 205, Farmington, UT 84025
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and MacroPlanning Group are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Please consult a CPA or attorney with tax or legal quesitons. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Jeremy Dopp is an Investment Advisor Representative with IAMS Wealth Management. No other financial professional named on this website is an Investment Advisor Representative, nor are the Investment Advisor Representatives with IAMS Wealth Management.
Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.
There are no assurances that a portfolio will match or exceed any particular benchmark. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
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