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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
An increasing number have been developed to help individuals with their personal finances.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the social impact of investing is just as important as the return, perhaps more important.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here is a quick history of the Federal Reserve and an overview of what it does.
Women must be ready to spend, on average, more years in retirement than men.
Learn how to harness the power of compound interest for your investments.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?