Leadership in Financial Planning and Retirement Planning
At IMG Wealth Management, we understand the importance of careful planning and expert guidance when it comes to securing your financial future. Our team of experienced financial professionals is dedicated to helping individuals achieve their goals through comprehensive financial planning and retirement planning.
Our Services
Our financial services are designed to help you proceed with purpose and retire with confidence. Our team is committed to providing personalized service and customized solutions to meet the unique needs of each client.
Comprehensive Personal Financial Planning
Our comprehensive financial planning process is a collaborative effort between you and our team. We work closely with you to understand your financial goals, assess your current situation, and develop a customized plan to achieve those goals. Our team will analyze your financial data, identify potential areas for improvement, and develop a comprehensive plan to help you achieve your financial objectives.
Retirement Planning
Retirement planning is a critical component of comprehensive financial planning. Our team offers specialized retirement planning services to help individuals achieve their retirement goals. Our retirement plans are tailored to meet the unique needs of each client, taking into account factors such as income requirements, cash flow management, and investment strategies.
Investment Strategies
Our investment strategies are designed to help you achieve your financial goals. We offer a wide range of investment products and services, including financial planning, investment management, and retirement planning. Our team will work closely with you to develop an investment strategy that aligns with your financial goals and risk tolerance.
IRA and 401(k) Rollovers
Are you approaching retirement or already retired? Our team can help you navigate the complexities of IRA and 401(k) rollovers. We will work with you to develop a customized plan to ensure a smooth transition and maximize your retirement income.
Tax-Efficient Strategies
Our team is dedicated to helping individuals minimize taxes and maximize their retirement income. We offer tax-efficient strategies to help you optimize your tax situation and ensure you keep more of your hard-earned money.
Legacy Planning
As you build wealth and plan for the future, it's essential to consider legacy planning. Our team can help you develop a comprehensive plan to ensure your assets are distributed according to your wishes.
Our Expertise
Our team is composed of experienced financial professionals dedicated to helping individuals achieve their financial goals. Our advisors hold advanced certifications, including CFP and CFA, and are committed to staying up-to-date on industry trends and best practices.
Why Choose Us
At IMG Wealth Management, we are committed to providing personalized service, expert guidance, and customized solutions to meet the unique needs of each client. Our team is dedicated to helping individuals achieve their financial goals and build a secure financial future.
Get Started Today
Are you ready to take control of your financial future? Our team is committed to helping you achieve your financial goals. Contact us today to schedule a complimentary consultation and take the first step towards securing your financial future.
Disappointing Experience with IMG Wealth Management
Thomas Ossmann, a customer of IMG Wealth Management, shares his frustrating experience with the company. He has been working with them for almost three years, but he is disappointed to report zero growth on his accounts. According to him, all the money managed by IMG Wealth Management was invested in equities or high-fee annuities tied to the S&P500, with no diversity in the portfolio.
Ossmann felt neglected by the company, stating that once they had his money, he was no longer a priority. He also complains about the difficulty in scheduling meetings with his financial advisor, as they only accommodate customers during regular working hours, which made it challenging for him to meet with them due to his work schedule.
Unsatisfactory Services
As a result of these issues, Ossmann would not recommend IMG Wealth Management to others. His experience has been marred by a lack of growth, poor investment decisions, and inadequate customer service.
