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Get to know Milo Bonell, CFP^®

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Milo Bonell, CFP^®

Retirement Planner

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Contact Us

Phone: 734.769.1719
Fax: 734.550.0300
Email: office@imberwealth.com

Our Location

955 W. Eisenhower Circle, Suite A
Ann Arbor, MI 48103
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Fee-based financial planning and investment advisory services are offered by Imber Financial Group, LLC, a Registered Investment Advisory Firm (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.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit t or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Currently we represent 18 organizations which offer 54 products in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Program (SHIP) to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.

We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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