Financial Services

At I. M. Financial we provide assistance in the following areas:

Estate Planning

Business Planning

• Buy-Sell Funding
• Business Continuation and Succession Planning
• Key Person Protection
• Business Overhead Expense Protection
• Business Loan Protection
• Salary Continuation Alternatives
• Split Dollar and Executive Bonus Plans
• Deferred Compensation Planning

Retirement Planning

• Qualified and Non-Qualified Plans
• Roth IRA
• Traditional IRA
• SEP IRA
• Simple IRA
• 401(k)
• 403 (b)
• 457
• Profit Sharing Plans
• Pension Plans

Investments*

• Allocation Models
• Managed Money Platforms
• Stocks
• Mutual Funds
• ETFs
• Bonds
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuities
• Fixed Annuities 

Insurance

• Life Insurance
• Disability Income
• Long Term Care
• Health and Medical Insurance

College Funding Strategies

• 529 Plans
• Unique Alternative Strategies

Group Benefit Planning

• Health and Medical Insurance
• Short Term Disability
• Long Term Disability
• Long Term Care
• Life Insurance
• Dental
• Vision
• Ancillary Benefits