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Services

Individuals and businesses come to IMZ Financial Services for quality financial guidance and creative benefits solutions. Solutions that help our clients plan for retirement and life events.

We offer a wealth of services that are designed to meet our clients’ financial needs. They include:

  • Qualified Retirement Plan Design
  • Corporate Benefits Planning
  • Individual, Comprehensive Financial Planning
  • Retirement Planning and Rollover Services
  • Fee-Based Asset Management
  • Investment Solutions with Mutual Funds, Stocks / Equities, Bonds / Fixed Income, Variable Annuities, Fixed Annuities
  • 401(k), Profit Sharing and Pension Plans, Simple IRAs, SEP IRAs
  • Real Estate Investment Trusts (REITs)
  • 529 College Savings Plans
  • Savings Accounts
  • Variable and Term Life Insurance
  • Long-Term Care Insurance; Long Term Disability