imagine wealth group, LLC
our services
Ensuring You Have Enough Income for Retirement
It’s time to stop worrying over your retirement savings and retirement income streams, and to start heading towards a brighter future. Imagine Wealth Group, LLC offers a variety of services that will help you gain more clarity on your retirement plan. Not only do we offer these products, we also aid you in deciding what would be best for you! You will never need to stress over your retirement again; you, your family, and your legacy will be protected. Read about some of our services below.
Explore imagine wealth group's Financial Services
Tax Strategies
No one wants to pay more money in taxes than they have to. With tax planning, we can utilize certain financial products that can minimize how much you pay in taxes. There are many strategies that operate to help you save money in taxes during retirement. We would love to help assist you in navigating all of the tax rules to maximize how much of your hard-earned money you get to keep in your pocket.
To learn more about tax minimization strategies, give us a call at (914) 588-8291 and schedule a free financial consultation.
The goal of income tax planning is to minimize your federal income tax liability. You can achieve this in different ways. Typically, though, you’d look at ways to reduce your taxable income, perhaps by deferring your income or shifting income to family members. You should also consider deduction planning, investment tax planning, and year-end planning strategies to lower your overall income tax burden.
To learn more about income tax planning strategies, give us a call at (914) 588-8291 and schedule a free financial consultation.
No one wants to pay more money in taxes than they have to. With tax planning, we can utilize certain financial products that can minimize how much you pay in taxes.
To learn more about tax planning, give us a call at (914) 588-8291 and schedule a free financial consultation.
Wealth management
With fewer and fewer companies offering pensions and defined benefit plans, it’s become rarer and rarer for anyone to have a future income stream that he or she can rely on during retirement. Several financial products, like annuities, provide an investor the opportunity to solve that problem by creating his or her own personal pension.
To learn more about income planning, give us a call at (914) 588-8291 and schedule a free financial consultation.
In your retirement plan, risk can be both a good and bad thing, we will help navigate how much risk you should take on. Some risk is almost always a good thing, and oftentimes risks need to be taken early on. As you age, the need for risk changes, therefore it’s best to consult with a professional to learn how much risk is right for you at your age and given your unique situation.
To learn more about risk management, give us a call at (914) 588-8291 and schedule a free financial consultation.
At Imagine Wealth Group, LLC, we want to ensure that all of your wealth is protected. We pride ourselves on minimizing losses and building wealth. In order to build, we need to manage your pre-existing wealth and make sure we are using the correct products and services to take care of it. There are understandable concerns with any financial decision, here we will make sure that everything is working properly for you.
To learn more about wealth accumulation, give us a call at (914) 588-8291 and schedule a free financial consultation.
Protecting your pre-existing assets should always be a top priority in any retirement plan. We don’t want to lose any of the hard-earned progress that you have made thus far. Learning how to protect yourself and your savings from any potential issues is at the forefront of a great retirement plan. We will always ensure to take care when investing any assets.
To learn more about asset protection, give us a call at (914) 588-8291 and schedule a free financial consultation.
Retirement Planning
Actionable steps for how you will pass down your finances is a key aspect of any financial plan. We will guide you through the process of planning for your legacy in a simple and effective way. From designating beneficiaries to handing down your assets, you can be assured that all parts of your finances will be taken care of once you pass away. This ensures that your family can focus on their needs at this time.
To learn more about legacy planning, give us a call at (914) 588-8291 and schedule a free financial consultation.
We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial security should you die prematurely and also accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.
To learn more about Life Insurance plans, give us a call at (914) 588-8291 and schedule a free financial consultation.
In case of an unexpected health problem, long-term care will act as an insurance policy for these what-ifs. While long-term care plans are typically viewed as too costly when there’s no guarantee you will even need one, we will guide you in this decision-making process. No matter your budget, we can determine what the best plan of action is for you.
To learn more about Long-Term Care options, give us a call at (914) 588-8291 and schedule a free financial consultation.
In today’s world, retirement means something different to everyone. What it should mean is living life on your terms. Whatever retirement means to you – together we can define it and plan for its success.
To learn more about your retirement planning options, give us a call at (914) 588-8291 and schedule a free financial consultation.
