The three phases of Wealth Management are the Accumulation Phase, the Preservation Phase and the Distribution Phase. Once we get an understanding of where you are in life and what is most important to you, we will design a highly efficient and well thought out Investment Policy
Statement specific to your goals.
One of the biggest challenges in the Financial Planning business is how to deliver quality, non biased, Fiduciary advice to young professionals getting started as they begin the Wealth Accumulation phase.
Imagine Financial Security has been giving extraordinary financial services for more than 12 years
Risk Management Analysis
As part of our financial planning process, we will address the risks and ensure your plan is as Bullet Proof as we can make it. Part of this process may involve reviewing Insurance Documents such as Long Term Care policies, Life Insurance policies or Disability Insurance. With extensive background in this arena, I will be able to give you an objective point of view as your Fiduciary whether your coverage is adequate and/or necessary based on your needs, wants and wishes.
Do you find yourself asking these common questions?:
● “What if I live longer than I anticipated and outlive my assets?”
● “What if I need Long Term Care during my later years?”
● “How will I navigate ever changing markets while drawing down my portfolio?”
● “What if something happens to me prematurely while other loved
ones are depending on me?”
● “What if my beneficiaries aren’t capable of a large inheritance?”
● “What if something happens to me and I can no longer make