A SOLUTION FOR EVERY CHALLENGE

Whether personal or in business, your peace-of-mind is our greatest priority - both now and in the future. We understand that no single strategy is guaranteed to answer all financial worries, which is precisely the reason why Imagine Wealth Partners architect custom plans centered around your goals.

INSURANCE STRATEGIES

Life's scenarios can vary from individual to business, from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected occurs: 

 
• Life Insurance  

• Disability Insurance 
• Long Term Care Insurance 

• Executive Bonus Programs 

• Premium Financing

TAX PROTECTION & ACCOUNTING SERVICES

Imagine Wealth Partners will work with you to provide a comprehensive account analysis, and present advanced solutions to optimize tax savings. Our services include:

• CFO Services
• Accounting
• Tax Strategies, Tax Preparation, Tax Resolution

• Bookkeeping
• Payroll

ASSET MANAGEMENT

The Partners of Imagine Wealth bring a deep understanding of not just the markets, but also of the technologies and platforms that best facilitate investments for our clients. This enables us to provide professional, smart and efficient investment management strategies, without the traditional and expensive red tape that comes with working with a dedicated advisor. Our services include:

• Retirement Planning

• Savings Programs
• Money Management

• Growth Portfolios

• International Investment Management

DEBT CONSOLIDATION

As a nation, we have been maneuvering through the global economy with a heavy burden of debt. And the trickle down effect becomes apparent as more and more households and individuals traverse through life with the parallel weight of overwhelming debt. The experts at Imagine Wealth Partners have dedicated practitioners to ease the challenges of debt in various areas:

• Student Loan Forgiveness

• Loan Consolidation
• Forbearance & Deferment

• Loan Restructuring

• Default Solutions

LEGAL SERVICES

With professional resources at hand, our clients are provided the ability to speak with a licensed attorney. Clients can rest easy because questions will be answered and concerns will be clarified by the guidance of an actual attorney. This solution leaves no room for mishaps or shortcomings that is often associated with online legal services.

• Estates Plans
• Trusts
• Incorporation Services

• Operating Agreements

• Short Contracts

LOANS & FINANCING

Imagine Wealth Partners make loans and financing simple and transparent. Leave the search to the professionals and entrust us to locate the perfect lender for your business needs. With competitive rates nation-wide, it is our duty to find clients immediate solutions to assist with various types of financing needs. Some of our services include:

• Business Lending

• SBA Loans
• Mortgage Loans

• Fix & Flip Loans

• Factoring