Financial planning and investment management can seem like a vast and unpredictable territory, but a skilled guide who knows the terrain can help you work toward your goals. With the experienced I.M. Financial team as your advisors and investment managers, our goal is to help you make the most of life’s journey.
Who We Serve
We believe our clients choose us because they want a trusted ambassador to simplify their financial planning and investment management.
Business Owners and Leaders
We are here to help you navigate the unique dynamics that come with business ownership, including succession planning, exit strategies, risk mitigation, asset protection, asset management, and tax planning. We work with business leaders who would like to retire early so they can successfully execute their next mission in life.
Each stage of life requires a unique planning process and an appropriate investment strategy. We work with working and retired individuals to create a financial and estate plan that allows them to be purposeful with their lives and their wealth.
We work with families who are or want to be extremely generous with their assets, liquid and non-liquid. These families hire us to help develop, manage, and create more capacity so their generosity can impact their families and chosen causes in the short term and for the next generation.
Experience a new level of freedom and satisfaction with I.M.Financial as your guide and advocate. Our process begins with careful listening and deep understanding of your values and goals.
Take the first step.