We Specialize in Retirement Management
We at IMS Partners, Inc. believe in providing our clients with more than just investment choices. We provide full financial planning for your retirement. Our program includes reviewing your investments, discussing your income needs, understanding your future goals, and putting together a plan designed to meet all of your expectations as well as your dreams. We also believe that the perfect estate plan, regardless how large or small the estate, is one that meets your needs while you’re alive, provides for your spouse after your death, and passes EVERYTHING to your beneficiaries.
Achieving the perfect plan can only be accomplished through planning on your part, and a total commitment to being current with everything that affects seniors financially on ours. We pride ourselves on our efforts to stay up-to-date on tax law and elder law changes that affect the senior market, changes in the insurance and securities industries, and everything that is important in providing you with the correct information to meet your financial needs.
When we help you plan for retirement, we manage your safe money and your risk money together. Our number one priority for our clients is safety of principal, our number two priority is generating as much income as possible, and our last priority is growth. If we can invest your money safely while generating good income, the growth will take care of itself. This concept has set us apart from other financial advisors.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tax preparation may be the perfect time to give the household budget a check-up.
Retirees traveling abroad need to know that their health insurance travels with them.
Don't let procrastination keep you from pursuing your financial dreams and goals.
It sounds simple, but paying yourself first can really pay off.
What kind of auto insurance should you have? Do you know?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.