Services
Your financial needs are unique, and so is our approach. By coordinating every service in one place, we save you time and effort while ensuring your financial plan works for you instead of against you. With decades of combined experience, our team serves as your one trusted source for comprehensive financial solutions.
All the Financial Services
You Need, in One Place
Estate & Legacy Planning
Protect what matters most by ensuring your assets are preserved and passed on according to your wishes. We help you build a legacy that provides peace of mind for your loved ones.
Retirement Planning & Investment Advice
We help you create a clear path toward financial independence. Our strategies align your savings, investment advice, and income streams so your retirement years are secure and rewarding.
Tax Planning
Keep more of what you earn with proactive strategies designed to minimize taxes now and in the future, while keeping your financial goals on track.
Life, Long-Term Care & Disability
Safeguard your family’s financial security with coverage that replaces income, reduces risk, and provides peace of mind when life takes unexpected turns.
Cash Flow Management
Take control of your money with strategies that balance income, expenses, savings, and debt — helping your finances work efficiently toward your goals.
Home, Auto & Liability Insurance
From everyday coverage to unexpected risks, we make sure your home, vehicles, and personal liability are fully protected with plans that fit your lifestyle.
Health & Medicare Insurance
Navigate the complex world of health and Medicare insurance with confidence. We guide you to the right coverage for every stage of life.
Funeral Planning
Ease the burden on your family with pre-planned funeral arrangements that ensure your wishes are honored and financial stress is avoided.
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.
LegacyLock, LLC, legal documents written by Attorneys. Do-it-yourself estate document software licensed from EDP, LLC. LegacyLock LLC and EDP, LLC are not law firms and do not provide legal or tax advice. This website and the products available on this website are not a substitute for the advice of an attorney. If you have questions about your specific circumstances, you should consult with an attorney or tax advisor who is licensed in your state.
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