Worried Your Retirement Plan is

Missing something?

We’re here to help you feel confident in your financial future.

Retire Ready. Retire Right.

At Imber Wealth Advisors, we believe retirement planning goes beyond the numbers. It’s about helping you make thoughtful, informed decisions—based on your goals, values, and what matters most in this next chapter of life. Whether you’re approaching retirement or already there, our team is here to guide you through key areas like retirement income, investments, tax strategy, healthcare, and legacy planning. Our role is to listen first, understand your retirement vision, and offer customized recommendations aligned with your unique situation.

We focus on five key areas of comprehensive planning:

  • Retirement Income Planning – Evaluating and organizing income sources to help meet day-to-day expenses in retirement

  • Investment & Wealth Strategy – Aligning investment strategies with your risk tolerance, time horizon, and goals

  • Tax Strategy Guidance – Identifying opportunities for potential tax efficiencies in coordination with your tax professional

  • Healthcare & Long-Term Care Considerations – Planning for healthcare decisions and costs, including Medicare and extended care

  • Legacy & Estate Coordination – Working with legal professionals to support your estate goals and help ensure assets are transferred according to your wishes

 

Our retirement planning approach is designed to be thorough, personal, and proactive. We aim to provide clarity in areas that often feel complex—and help you feel more confident about the road ahead.

So what does working together actually look like?

We begin with a clear, step-by-step process that puts you and your goals at the center. Learn more about our signature approach—Retire Ready. Retire Right.™—and how we tailor each visit to deliver the insight and support you deserve.

OUR PROCESS

Our Retire Ready. Retire Right. process starts with understanding your goals and priorities for retirement — the things that matter most to you. We can help you establish a written retirement plan, taking into consideration the key questions above for retirement income planning, investment strategies, wealth management, tax planning, and legacy and estate planning.

Step 1

Discovery

During this complimentary meeting, we’ll start by understanding your goals and vision for retirement. We’ll review your current financial documents and retirement plan, introduce you to our process and openly discover how it can be customized to help meet your goals.

Step 2

Evaluation

Between your first and second visit, we'll do a full analysis of your current financial strategy. We'll uncover any risks, gaps or inefficiencies that may need to be corrected. We’ll also work to identify opportunities for improvement. At the end of this meeting, we will determine if we are a good fit to work together and take the next steps.

Step 3

Strategy & Implementation

We’ll discuss our proposed strategy around our five areas of planning. We’ll review your customized retirement plan and walk you through the strategies utilized, explaining the purposes of each, and confirm the implementation of the plan.

Step 4

Plan Delivery & Ongoing Planning

You will be presented with a hard-bound version of your Retire Ready. Retire Right. Roadmap, which outlines the steps of your plan. We’ll continue to meet throughout our relationship to stay in touch and stay on top of your plan, making any necessary updates or adjustments along the way.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 734.769.1719