Financial Service Coordination

Financial Service Coordination

Many of our clients work with a team of financial professionals, including tax attorneys, accountants, estate attorneys, and others.

We bring all of these centers of influence together, making us a one-stop-shop for holistic financial planning.

Effective and efficient

As your primary point of contact for financial planning, our role includes:

  • Creating and maintaining a comprehensive financial plan
  • Organizing and consolidating financial information
  • Coordinating with outside advisors
  • Integrating estate planning, insurance planning, and tax planning
  • Facilitating introductions to new advisors upon request (e.g., attorneys, accountants, mortgage brokers, and insurance brokers)
  • Providing an online client portal for wealth account aggregation

Our goal is to ensure seamless collaboration and a holistic approach to managing your financial well-being.

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Sophisticated Solutions Without the Fuss

The IMA Private Wealth team is here for you. Our business is built on empathy and experience.