Imagine Financial Security
We serve folks over the age of 50 who have accumulated a minimum of $1mm in investible assets, excluding their primary residence. We will help you maximize your retirement spending, minimize your lifetime tax bill, and worry less about the financial markets.
Our team has the following certifications:
- Certified Financial Planner
- Retirement Income Certified Professional
- Enrolled Agent
If you would like to learn more about working with us, start with visiting our website and click on the "Get Started" button on the home page. Or, you can simply contact us directly on the NAPFA website. We look forward to hearing from you.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.