
Retirement isn't about how much you've saved. It's about whether your plan is ready for what's next.
If You're Nearing Retirement, You May Be Asking...

WHAT WE DO
Most retirement plans focus on the stock market and products.
We focus on outcomes.
When clients work with us, we focus on outcomes and they gain:
Knowing where they stand today.
Knowing they have a plan for tomorrow.
Knowing they can enjoy retirement without constantly worrying about money.

WHY CLIENTS WORK WITH US
That's why for our clients, we answer these questions:
Will my income support my lifestyle throughout retirement?
What tax considerations should I be aware of?
How can I manage market volatility as I draw income from my portfolio?
What healthcare expenses should I prepare for?
How can I leave a meaningful legacy for my family?

HOW WE DO IT

Income First
Before anything else, we help ensure your retirement lifestyle is supported by reliable income.
Can your income survive a market downturn?
Growth With Purpose
Growth matters—but only if it's aligned with your retirement goals and risk tolerance.
Are your investments working for your retirement, or are they simply chasing returns?
Legacy By Design
Your wealth should support the people and causes you care about most.
Will your assets go where you want them to go?

Not Another Investment Firm
For over 30 years, Steven Greig has worked with individuals, families, and business owners to help them navigate important financial decisions and retirement planning considerations.Retirement planning is about understanding your options and developing a strategy aligned with your personal goals and priorities.
He works with clients to address the questions that matter most so they can make informed decisions about their retirement journey.
Get a second opinion on your retirement strategy and discover whether you're positioned for the retirement you've envisioned.
📞515.228.5500
📍1200 Valley West Drive, Suite 218, West Des Moines IA 50266
🌐 www.theretirementstrategies.com
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management and The Retirement Strategies are independent of each other. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. None of the information contained on this document shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. The firm is not engaged in the practice of law or accounting. Please consult a tax or legal professional with tax or legal questions. Recognition from the third-parties should not necessarily be viewed as a measure of customer satisfaction with an investment advisory firm. 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. Steve Greig is an Investment Advisor Representative with IAMS Wealth Management. None of the other individuals portrayed or listed are Investment Advisor Representatives with IAMS Wealth Management. Third-party rankings do not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Changes in investment strategies, contributions or withdrawals, and economic conditions may significantly alter a portfolio’s performance.
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