Ike Ikokwu

From The Blog

The Real Fiscal Cliff
Financial Guru or Political Pundit….You Decide!
Politicians: Just Like Us or Totally Different?
And We Told Them It Wasn’t A Tax!
Claiming the Small Business Health Care Tax Credit
How To Prepare Financially For A First Marriage
Financial Planning Checklist
10 Retirement Saving Tips

What People Are Saying

William F. Wadsworth, CEO of PTS Asset Management

Ike Ikokwu has a deep and extensive knowledge base spanning important subject matters including but not limited to financial planning, investments, insurance and taxes. Having worked with financial advisors throughout the world, it is incredibly rare for individuals to have access to an advisor possessing such wide-ranging knowledge and skills.

Dr. Adam Pruett

I’ve been working with Ike since early 2010 and I’m so impressed with our interaction. As an early career physician, I was quickly overwhelmed with tax preparation, retirement savings, investment strategies, and overall just managing my financial portfolio. Ike has made this process so easy for me. He takes an active role in setting all of this up with my personal goals and comfortability with risk in mind. Plus, whenever I shoot him an email or give him a call, I always get a quick answer. Working with Ike is like having the best of both worlds–he comes from a corporate background, yet possesses a friendliness and warmth that makes me feel like I’m his only client. I recommend Ike to anyone wanting to save money on taxes, become more knowledgeable about investing, plan for retirement or in general be more sensible.

Salim Omar, CPA and author of ‘Straight Talk About Small Business Success In New Jersey

Take it from someone who has been in the world of tax and finance for over two decades and has read dozens of books on the subject, this is NOT your average book. Ike offers insightful advice and shares his perspective that comes from his many years of study and his own personal experience. This is a MUST read book if you are looking to achieve financial independence while reducing your tax bill.

Aya Eneli, Attorney, Life Coach, Motivational Speaker and Author of Live Your Abundant Life

I am not even half way through your book and I am ready to hire you as my financial advisor. Wow! You have some powerful information here that I have not heard from any advisor. We have been very passive with our investments (sometimes Christians put it all on God and don’t take the authority they should). Thank you for the opportunity to read this book.

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