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    HERE’S OUR STORY. WE LOOK FORWARD TO HEARING YOURS.

    At Investment Management Group, our sole focus is YOU.

    "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."


    Jay Detlefs

    Jay is the owner and founder of Investment Management Group. Since joining the financial services industry in 1987 he has gained extensive knowledge in insurance, financial planning and federal/state retirement programs.

    Jay feels blessed to work alongside his wife, two sons, son in-law and other advisors whom he has mentored.

    Jay is originally from Baton Rouge, Louisiana and graduated from Louisiana State University in 1964. He has passed the Series 6 and 26 securities exams in addition to a life, health and annuity license.

    Jay enjoys spending time with his four children and six grandchildren. He is an active member of Christ's Church in Jacksonville and enjoys date nights with his wife every Friday and LSU sports.



    Philip Detlefs

    For Philip Detlefs, helping people make the most of their financial assets is rewarding work. Philip enjoys guiding his clients as they implement the financial strategies that help them work toward their financial and life goals.

    As a financial advisor and family member of Investment Management Group, Philip takes a comprehensive approach to wealth management. He sees his role as helping poeple make well-informed decisions about their investments and retirement plans- helping to provide them with greater financial confidence.

    Since joining the financial industry in 2001, Philip has help build and grow the family business. As an financial advisor, he helps protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including starting out, changing jobs, coping with unemployment, getting married, starting a family, buying a home, saving for college, starting a business, planning for retirement, Long-Term Care planning, planning an estate, planning for business succession, nearing retirement/retirement, loss of a spouse, financial windfall and getting divorced.

    Philip graduated from the Florida State University with a bachelor's degree in Finance and Marketing. He has passed the Series 7, 63, and 66 securities exams. He also holds an RFC (registered financial consultant) certification and is a member of the IARFC (International Association of Registered Financial Consultants).

    Philip also values his professional relationships. Philip has been a part of the local BNI (Business Networking International) chapter since 2006. He has served as both the Secretary/Treasurer and chapter President. He is also a member of the Jacksonville Chamber of Commerce and the South council. Philip is also a contributing author to foxbusiness.com.

    When he's not working, Philip enjoys spending time with his wife, Courtney and their three children Olivia, Harry and Hutch. Philip is an avid golfer and loves his FSU Seminoles football.


    Chad Detlefs

    For Chad Detlefs, helping his clients work toward their financial goals is the most rewarding part of his work. Chad works together with his clients to develop strategies that will help his clients pursue financial independence during retirement. Chad joined the family business in 1998 and works closely with his family members and colleagues. As a registered representative, Chad actively works with clients with a goal of wealth preservation. He enjoys working closely with his clients so that they can make well-informed decisions about their financial assets. He feels that it is important that his clients understand the different types of financial products and how to properly implement them to help provide income in their retirement years.

    Chad graduated from the University of Florida in 1998 with a bachelor's degree. In addition to passing the series 6 securities exam, he has his life, health and annuity license. In his free time, Chad enjoys golfing, fishing, playing with his dog and going to sporting events. Go Gators!


    Chris Morrison

    Chris is a native of Jacksonville and has been in the financial services industry since 1999. The most rewarding part of his job is knowing that his clients and prospective clients have all the information they need to make educated decisions regarding their financial matters.

    Chris often meets with individuals that own unique financial instruments that they don’t understand and/or that are inappropriate for their situation. He feels it is his responsibility to take the time to thoroughly inform, leaving them with the financial confidence that comes with knowing they made the right choice for their needs.

    Prior to working with Investment Management Group, Chris served as Assistant Branch Manager at HSBC Bank starting in 2001. He has passed the Series 6 and 65 securities exams and holds his life, health and annuity license in the state of Florida.

    Chris is the President and founder of Durbin Community Connections business networking group located in St. Johns, Fl.  He has been featured in the Creekline Newspaper and has been a contributor for the Durbin Crossing Living, a publication by the Florida Times Union.

    Chris lives with his wife Reanna and two wonderful children Tanner & Cameron in St. Johns. Away from the business he enjoys golf, University of Florida football, community activities and coaching his son in sports.

    Click the links below to watch Chris's Educational Videos:


    Bob Horne

    Bob is a native of Jacksonville and has been actively involved in the financial services industry for over 10 years. As a financial advisor with Investment Management Group, Bob believes strong relationships are built on trust, honor, and integrity. His passion is helping individuals and families navigate the financial complexities of building wealth and planning for retirement.

    He has passed the Series 6 and 65 securities exams and holds his life, health and annuity license in the state of Florida. He enjoys what he does and has gained his clients’ trust by helping them with their long-term retirement solutions. He finds it important to educate his clients before they make decisions affecting their retirement. His goal is to simplify the seemingly complex issue of retirement for clients who are planning for their future.

    Prior to working with Investment Management Group, Bob was a Senior Advisor with First Coast Financial Group. He has also served as Assistant Vice President and Branch Manager for the consumer lending division of HSBC Bank.

    Outside of work, Bob is actively involved with his church and currently serves on the board of directors with local non-profit organization Hartfelt Ministries. He is a founding member and past President of the Capital Gain Chapter of BNI (Business Networking International). Bob currently resides in Mandarin, FL with his wife and three daughters. In his spare time, he enjoys being outdoors and spending time with his family.

    Click the links below to watch Bob's Educational Videos:


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@plansmart.net or call us at (904) 731-9955 today!

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    Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.

    Securities offered through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPC. Investment advisory services offered through IMG Wealth Management, Inc, a Registered Investment Advisor. MAS and Investment Management Group are not affiliated entities. MAS and IMG Wealth Management, Inc are not affiliated entities.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Investment Management Group or its representatives is stated or implied.