Welcome to Investment Management Group

Our Mission Statement
To serve God by helping others with financial and spriritual guidance.  Educating those who are receptive to use their God given talents, health and financial resources for God's purpose.  To pray daily for wisdom, knowledge and understanding in managing our clients' portfolios so they may have an abundant life full of joy.

At Investment Management Group, our mission is simple: to provide personalized investment advice that helps  minimizes our clients' financial concerns and potentially  maximizes their security.

Every advisor at Investment Management Group understands that every client has unique needs. Our role is to help you make smart, well-informed decisions about your investments—providing you with greater financial independence, peace of mind, and security.

  • Our investment strategies helps to enhance your success by establishing a growing portfolio that optimizes returns and lowers volatility.
  • We have access to many of the world's investment options. We work with you to create investment strategies dictated by your personal plan. This allows us to provide comprehensive quarterly performance reports, and high levels of advice and service at a reasonable cost.
  • Our clients are young professionals, retirees, business owners, state and federal employees, divorcees, widows, executive professionals including physicians, dentists and franchise owners.

They are financially successful, experienced, and prudent investors that find value in our services.

While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Our clients look to Investment Management Group to help  preserve their capital and potentially provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward pursueing  financial security in retirement.

Latest Video Client Alert
Newsletters
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  • How do I figure the tax on the sale of my home?
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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. 

IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.