imagine wealth group, llc

about us

learn more about imagine
wealth group, llc

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 retirement that is stable and secure. 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!

start now with our simple process

Imagine Your Future, Then Plan For It

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!

Imagine

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.

Plan

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.

Execute

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.

meet our team

Jeff Kronenberg

president & founder

Evan Ward

Vice president

Sarah Myers

Executive assistant

Nicole Kronenberg

director of client events

get started with our simple & easy process

“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".

Jeff Kronenberg

president & founder

For over 35 years collectively , 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, not lose it, and not run out of it. Jeff has found that the best way to plan for this phase is to utilize a mathematics and scientific process to 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. They have found that as insiders in the industry, this is the most advanced approach to retirement planning that exists. 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 3 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.

Evan Ward

Vice President

Evan strives to work with clients to create an integrated plan with the goal of providing a road-map for life. Evan believes that your financial future is far too important to leave to chance. Therefore, he believes that it is his responsibility to remain by your side throughout this whole process and thoroughly understand your goals and dreams so that we can leverage our experience and expertise to help you work towards realizing them.

Evan has a beautiful wife, Tanya, and Four wonderful children, Eric, Julie, Kyla, and Alexander. Coaching is in Evan’s heart. Depending on the season, you will find him coaching kids in football, baseball, softball, basketball. Whether its coaching his kids youth sports team or leading a Sunday School class at church, you will find him helping people achieve higher goals.

Nicole Kronenberg

director of client events

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 do 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.

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