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


    At Investment Management Group, our sole focus is YOU.

    4 Tax Buckets

    Click the links below to watch Chris'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!

    Complimentary Guide
    "10 Things to Know About
    Retirement Income”

    Discover 10 things you’ll need to consider in creating your retirement strategy.
  • 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!



    unique financial approach
    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.