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IT’S NEVER TOO LATE TO GET A SECOND OPINION.

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Plan for Financial Independence

It is important to feel you have control over your future. At Investment Management Group, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a complimentary introductory meeting! Call us at (904) 731-9955 or connect with us online at info@plansmart.net.

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By contacting us you may be offered insurance and/or investment products for sale.


Contact Us Today!

(904) 731-9955

info@plansmart.net

8771 Perimeter Park Ct #103
Jacksonville, FL 32216


We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

CUSTOM FIT SOLUTIONS

PERSONAL SERVICES

unique financial approach
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Investment Management Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Investment Management Group or this representative. 8771 Perimeter Park Ct. #103 Jacksonville, FL 32216.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.