Striving to deliver
exceptional client service & support

Partnerships

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)

 

PRIVACY POLICY: Privacy and Confidentiality are paramount concerns. I will protect your personal non-public information. I will take all reasonable steps to safeguard your information stored both electronically or physically and only share information as needed within the course of ordinary business. If outside professional services are required while addressing your financial plan; such as those of an attorney, accountant, mortgage consultant, or insurance agent, I will proceed only with your consent or restrict the scope of my services.

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.

Everything You Need to Plan For A Financially Secure Future