At IRIS, we custom fit our financial tools to meet your needs.
What will your retirement look like?
It is never too late. Begin preparing and
saving for your retirement today!
We understand that the only things clients can control are risks and reducing volatility. In that regard, we can provide controls and ongoing review to help keep risks as low as possible and volatility at a minimum.
Gene G. Stern, CLU®, CRPC®, CFP®
As President of Innovative Retirement Income Solutions™ (IRIS), LLC, Gene has embarked on a mission to work with these and other employees to objectively understand and implement creative solutions that will assist them in finding a retirement date to be anticipated instead of dreaded.
Lincoln Financial Advisors is a nationwide financial planning firm with representatives in offices across the country. Our financial professionals include associates who specialize in financial planning strategies for wealth accumulation and preservation.
For over 30 years, Gene Stern has helped develop and service numerous corporate retirement plans. He has assisted hundreds of employees implement suitable retirement accounts. Economic uncertainty has jeopardized the viability of some of these employees to meet their retirement income needs.
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
MIT economist and Nobel laureate
A 65-year-old male has a 25% chance of reaching age 89, and a 65-year-old female has a 25% chance of reaching age 92. There is a 10% chance of living 4 years beyond those ages. Are you ready for the future?
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Arizona, Florida, Georgia, North Carolina, Ohio, South Carolina, Texas
Insurance: Florida, Georgia, North Carolina, Ohio, South Carolina, Texas
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.