Request a complimentary meeting today with us to discuss your financial future and the possible role of insurance and investments in your financial strategy!

Complimentary Report

“10 Things to Know About Retirement Income”
We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

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Investment Management Group

Investment Management Group works with friends and neighbors throughout the greater Jacksonville area to help meet their financial goals through the use of insurance and investment products. We are an independent family-owned financial planning firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and  it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping keep you on the path to financial security through the use of insurance products.

Contact us at info@plansmart.net or call us at (904) 731-9955 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Helping people make the most of their financial assets is rewarding work. We enjoy guiding our clients as they implement the investment strategies that help them meet their financial and life goals.
Investment
Management Group
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Investment Management Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Investment Management Group or this representative. 8771 Perimeter Park Ct. #103 Jacksonville, FL 32216.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.