Insights given by science and technology will help us craft the perfect retirement plan for you. We specialize in income planning, tax-free investments, and retirement planning to guarantee you have a stable and secure retirement. Our goal is to make sure all our clients are confident in their plan while obtaining all of their wants. We would love to work with you too!
We help take the mystery out of financial planning by providing exceptional advice that moves you towards your lifetime goals. Our process utilizes a science and math-based planning strategy that allows you to grow your wealth safely. Our top priority will always be ensuring our clients are happy with their plan and fully understand all options that they have available. This process helps us help you!
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Initially, we will meet with you to imagine what you want for your future, then we will discuss how to get there. We will answer all questions that you may have and explain our products fully so that you have a complete understanding of your options and what different routes can get you from your starting point to the finish line.
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Once a complete understanding of your wants and needs for retirement is gained, we will start planning how to get you there. This plan will typically involve a few different products and services that work together to create income, security, and allow you to live out your dream retirement.
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After the planning phase is complete and we agree on the course of action, we can begin executing your plan. While we work on executing the different parts of your plan, you will be notified of our progress every step of the way. We are partners here; you will always be kept in the know.
For over 35 collective years, Jeff Kronenberg and his team have worked with Americans and their families to help them properly distribute their money during retirement. Jeff feels that the public has not been educated and prepared properly for this unique phase of their life, where they must figure out how to spend their money, and not lose or run out of it. Jeff has found that the best way to plan for this phase is to utilize a mathematical and scientific process for this critical aspect of their clients’ lives. This takes all of the guesswork and opinions out of retirement planning. By focusing on science and math, they are able to pick up problems and opportunities that the naked eye can’t see.
Jeff and his team’s purpose is to help Americans regain the control and freedom that they deserve around their retirement income planning. Jeff is a family man through and through, and when not helping his clients, he spends his time with his wife, their three kids, and their mini goldendoodle. He is also an avid trail runner, boxer, and exercise enthusiast. He believes that health is wealth and meditates daily.
Sarah is Jeff’s executive assistant and handles the day-to-day client operations, business processing, and parts of the needs of client services. Clients love her friendly, positive, and upbeat personality, and she contributes to the family feeling of Imagine Wealth Group.
Nicole has been working with Jeff Kronenberg and the Imagine Wealth Group since 2015. Nicole helps to coordinate all of the educational events that Jeff and his company have throughout the year. Prior to working with Jeff, Nicole was a high-level executive in the fashion industry in New York City. She is married to Jeff, and together they have three beautiful children and a mini golden doodle. When she’s not working, she’s raising their children and engaging in her favorite hobby, which is photography.
“I believe that the economic system puts in hurdles that get in the way of 50+ American business owners, executives and professionals as they try to build, protect, and enjoy their wealth on the way to, and during their retirement years”.