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Melbourne • Vero Beach • Stuart

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Protect Your Money, Secure Your Lifestyle Our Process Flow Managed Money IMS Partners

We Specialize in Retirement Management

IMS Partners, Inc. 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.

Our Strategy

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.

Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.


Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

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