Striving to deliver
exceptional client service & support
At Imagine Financial Services, I strive to deliver exceptional client service and support. By partnering with Broker/Dealer PlanMember Securities Corporation, Imagine Financial Services is able to strategize, implement, and monitor a comprehensive financial plan specific to your needs. Please see attached PlanMember Securities Corporation Brochure and ADV part 2B. (Two click here buttons for links to Brochure and IIB)
Effective financial planning...
...requires an open line of communication between advisor and client. For your advisor to effectively assist you in setting and prioritizing your goals, it is essential to work together as a team. Your advisor will ask a lot of questions. What financial issues are currently on your mind? What is your time horizon for your various goals? How do you respond to market volatility? Questions like these will allow your advisor to develop a customized road map for your current and future financial plans. Of course, life changes so your plan will need to be flexible/dynamic. Your advisor will remain available to maintain an ongoing relationship as your personal accountability coach.