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Melbourne • Vero Beach • Stuart
               
321-837-0741

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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

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Emerging Market Opportunities

What are your options for investing in emerging markets?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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