RETIREMENT | INVESTMENTS | ESTATES & TAX PLANNING

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WE WANT TO HELP YOU ACHIEVE YOUR SHORT-TERM FINANCIAL GOALS TODAY
WHILE WORKING ON YOUR LONG-TERM GOALS FOR THE FUTURE

Jeff and John Imber

Our firm has nearly 20 years of combined financial planning, estate planning, and tax preparation experience. Imber Wealth Advisors is devoted to offering straightforward advice to Michigan retirees or residents who are planning to retire on how to protect their assets in an effort to ensure their money lasts. 

  Our services range from basic tax planning, financial consulting, and estate planning. Our advisors understand the challenges that seniors face during their retirement years. Many people approaching retirement may want to use a less volatile strategy.  

Contact us at office@imberwealth.com or call us at (734) 769-1719 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Imber Financial Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. 

Fee based financial planning and investment advisory services are offered by Imber Financial Group, LLC, A Registered Investment Advisory Firm and Capital Asset Advisory Services, LLC, and SEC-Registered Investment Advisor (Registration does not imply a certain level of skill or training). Insurance products and services are offered through Imber Wealth Advisors, Inc.. Imber Financial Group, LLC. and Imber Wealth Advisors, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The ‘Your Retirement Income Planning Checklist’ is provided for informational purposes only.  It is not intended to provide tax or legal advice.  By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future. 

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.