Wealth Management, Inc.

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Wealth Management, Inc.

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Independent Advisor Service Wealth Management, Inc. is a Little Rock-based wealth management firm that is a continuation of a practice founded by Robert J.

Holdford in 1987. We’re dedicated to providing our clients with the highest level of service and delivering trust, transparency and accountability to help ensure you have a personal experience with your advisor. Our team focuses on helping our clients pursue their financial goals and objectives through our proprietary LIFEonomics Wealth Management System combined with the skillsets of our Wealth Advisors, Advanced Solutions, Investment Committee and Research team. Vision: Our goal at Wealth Management, Inc. is to build meaningful, long-term relationships with a select group of families. Empowering them to spend the rest of their lives doing only that which is truly important to them, with the people who are truly important to them. Mission: To inspire and empower our clients to achieve True Wealth, breaking free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomics™. Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity. Arkansas Insurance Producer License Number 25003

Third party posts found on this profile do not reflect the views of and have not been reviewed by Cetera Wealth Services, CWM, LLC or Wealth Management, Inc. as to accuracy or completeness. For a list of states in which I am/we are registered to do business please visit: http://www.canistillretire.com

10/24/2026

Tool: College Readiness Quiz
�Whether college is years away or coming up fast, paying for it takes planning.
Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist:https://ow.ly/yrAV50ZZ4mM

10/23/2026

Blog: Why & How to Use a Roth IRA Conversion in Retirement Planning
Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.
Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://ow.ly/TSl050ZZ4kM

10/21/2026

Blog: 5 Common Business Exit Planning Mistakes (and Strategies to Help Avoid Them)
When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.
Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them:https://ow.ly/1b1z50ZZ4hU

10/19/2026

It’s all one big AI trade now and more on midterms
Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.��How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary:https://ow.ly/QIlg50ZZ41X

10/17/2026

Tool: Roth vs. traditional IRA calculator

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household:https://ow.ly/JzkH50ZXjof

10/16/2026

Blog: Next-level retirement planning: Advanced retirement strategies
In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?
We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last. https://ow.ly/T5CN50ZXjhl

10/14/2026

Blog: 7 financial planning tips for small business owners
As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.
Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://ow.ly/bsP950ZXiZG

10/13/2026

Market Commentary: The bull turns four, and a look at the midterm election
What a ride the past four years have been. With so many seeing a recession ahead in late 2022, we were bullish. And four years later, we still think this bull may have more room to run.
But how will the upcoming midterm elections affect the market? Get our insights in the latest Market Commentary:https://ow.ly/tokI50ZXiNA

10/10/2026

Tool: 401(k) calculator

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://ow.ly/JiRn50ZUUhX

10/09/2026

Blog: 8 blunders to avoid in retirement
Retirement can be exciting. But it can also bring a lot of uncertainty.
The good news? Thoughtful planning can help you feel more confident about what comes next.
Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot: https://ow.ly/1kz250ZURn4

Address

10809 Executive Center Drive Suite 319
Little Rock, AR
72211

Website

http://www.CanIStillRetire.com/

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