IMZ Financial Services, Inc.
Curated wealth management for discerning individuals and businesses. Experience the difference of personalized financial guidance.
What We Do
About
At IMZ Financial, we provide a boutique experience, where understanding needs and goals matter most. Each individual and business has distinct aspirations and financial objectives. We view every client as an individual with a specific vision. Our commitment to fostering deep connections allows us to gain a comprehensive understanding of your financial landscape, enabling us to craft tailored strategies that align seamlessly with your goals.
We understand that financial planning is more than just numbers; it’s about creating a harmonious blueprint for your life. By considering every facet of your financial well-being, we develop a unified strategy that addresses your short-term and long-term objectives.
Our dedication to excellence extends beyond financial expertise. We strive to create a personalized client experience. From the moment you engage with our firm, you can expect exceptional service and unwavering attention to detail. We believe that building strong, long-term relationships is the cornerstone of our success, and we are committed to exceeding your expectations at every turn.
By choosing IMZ Financial, you are selecting a partner who is dedicated to your financial success and peace of mind. We invite you to experience the IMZ difference.
Our Services
Wealth Management
Our team of seasoned financial advisors collaborates with you to craft a personalized wealth management strategy that safeguards your assets, cultivates growth, and empowers you to achieve your financial aspirations.
Investment Management
Crafted Investment Portfolios: Our expert team meticulously constructs diversified investment portfolios tailored to your unique financial goals and risk tolerance.
Retirement Planning
Seamless Retirement Transitions: Enjoy a worry-free retirement with our comprehensive planning and rollover services designed to maximize your wealth and income.
Private Equity
Exclusive investment opportunities: Access to invest directly in private companies.
Corporate Benefits Planning
Comprehensive Benefits Solutions: We offer expert guidance on designing and implementing a comprehensive benefits package that attracts and retains top talent.
Retirement Distribution Planning
Strategic Withdrawal Strategies: We'll help you develop a plan to withdraw funds from your retirement accounts in a tax-efficient manner.
Long-Term Care Insurance; Long Term Disability
Planning for the Unexpected: Protect yourself and your family from the financial burdens of long-term care and disability.
401(k), Profit Sharing and Pension Plans, Simple IRAs, SEP IRAs
Retirement Savings Solutions: We offer a variety of retirement savings plans to suit your business needs and employees' goals.
Estate Planning
Legacy Safeguarding Strategies: Craft a lasting legacy for your loved ones with our expert guidance on estate planning. Ensure your wishes are known and your assets are protected.
Life Insurance
Protecting Your Loved Ones: Ensure your family's financial security with life insurance policies tailored to your needs.
529 College Savings Plans
Funding Your Child's Education: Save for your child's college education with tax-advantaged 529 plans.
Financial Consulting, Individual and Corporate
Customized Financial Advice: Our team provides personalized financial advice to individuals and businesses of all sizes.
