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Experience, Education & Engagement

Bob Iglehart, CFP®, CPA-Inactive, CDFA® is an Independent Financial Advisor holding the key to decades of experience. 

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Financial Advising Experience.
Get a second opinion on your portfolio, annuities & life insurance

iHart Retirement Income Strategies is a wealth management firm dedicated to collaborating with clients to pursue their financial goals and designing personalized, sustainable income strategies while preparing for, or living in, retirement. Your hard-earned money deserves the precision of a CPA and the strategic planning of a CFP®.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Areas of Expertise
Franklin Templeton LogoVangaurd LogoFidelity Investments LogoJackson National LogoVan Eck LogoPrudential LogoGoldman Sachs Logo

Why
iHart Retirement Income Strategies

We are ready to provide you with an independent, client-driven boutique experience. 

Certified Financial Planner&#8482; Professional (CFP<sup>&#174;</sup>)

Certified Financial Planner™ Professional (CFP®)

A high standard of professional education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients.

Certified Divorce Financial Analyst (CDFA<sup>&#174;</sup>)

Certified Divorce Financial Analyst (CDFA®)

Specialized training to accounting, financial, and legal professionals in the field of Divorce financial planning. The CDFA® designation is available to individuals who have a minimum of two years of Experience as a financial professional, accountant, or family lawyer.

Certified Public Accountant (CPA)

Certified Public Accountant (CPA)

the Uniform CPA examination, serves to protect the public Interest by helping to ensure that only qualified individuals become licensed as CPAs.

Serving businesses, families &#38; individuals

Serving businesses, families & individuals

Most of our clients are retired, or about to retire, with investable assets greater than $500,000.

How We Help

How We Help

We also consult with and manage business retirement plans including 401(k)s, as well as Defined and Cash Balance Retirment Plans.

Get a second opinion.
Design a strategic retirement income plan

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