Business Profile:

Imagine Financial Security

12574 Flagler Center Blvd.
Jacksonville, FL 32258

Phone: 904 323 2069
Website: https://imaginefinancialsecurity.com

We help people quit their day jobs and retire with confidence. We specialize in retirement income, tax optimization, and investment management for folks over the age of 50. We have a special affinity for helping blended families with adult children from previous marriages and folks who are charitably inclined.

What differentiates you from the competition?It's easy to say service, but what does that mean? At my previous firm, I wrote an email to a client of mine which included me saying the word "taxes." The email was flagged by the chief compliance officer and I had a 1x1 scheduled to talk about my email. She said I was not allowed to provide tax advice as we are not tax advisors. Well, as financial planners, every movement of money has a tax consequence. Doesn't it make sense for us to understand our clients tax situations before moving money around? It seems logical, but that's not the case at larger outfits who have strict compliance. By understanding our clients entire financial picture (reviewing all financial statements, tax returns, group benefits etc), we are able to optimize more effectively and ultimately add more value. Oh, and we are truly able to sit on the same side of the table as our clients without answering to "the man."
What are your top selling services or products that your company offers?Flat fee retirement planning which includes investment management. We also do "one-time" engagements to help our not yet retired clients gain confidence in their retirement plan!
If you had one message to get across to future customers, what would it be?When planning for retirement, don't just focus on the financial aspect but focus on finding new purpose in those golden years. Most people screw this up as they only think of retirement planning as "How much money do I need?" Instead, think about what you will spend time doing and who you are spending it with!

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