You have a goal. We have the people and processes to help you achieve it.
Director of Marketing
Client Experience Coordinator
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.
The Client Experience
I. Information Gathering
To determine if and how we can help, we start by gathering information.
II. Analysis & Evaluation
We analyze and evaluate your data to formulate a strategy. We then develop a proposal outlining how we intend to accomplish your stated objectives.
Our proposal consists of multiple options for review and discussion. Potential strengths and weaknesses of each are covered in detail to facilitate the decision making process.
IV. Implementation & Monitoring
We implement your chosen strategy by establishing all necessary accounts. We then monitor or directly manage your assets accordingly.
At least annually, we conduct a review in person, by phone, or web to evaluate our performance and assess the need for revisions.
1 The minimum investable asset requirement for new clients is $250,000 outside of special consideration at the discretion of IMG Wealth Management, Inc.
2 Portfolios with allocations in excess of 90% to debt and/or other fixed-income securities will be considered fixed income portfolios.
3 Comprehensive financial planning, plan maintenance, and the institutional equivalents, are services included at no additional cost when IMG Wealth Management, Inc. has been contracted for asset management services.