The Prime Earner

Michael was in his prime earning years – enjoying a healthy income, saving for college for his three children, and maxing out his 401(k). It appeared he was doing everything right. But was he?

IM Wealth Partners

• Helped Michael understand the "real cost" of college, identified flexible college plans that were not stock market-dependent, and helped him receive the FAFSA "needs-based" help he deserved
  
• Showed Michael and his wife how to run their household like a well-oiled business, using smart cash flow management and an optimum spending and savings plan
  
• Put the couple on a path to potentially grow their nest egg significantly to help secure a comfortable retirement through sound financial decisions
  
• Helped to purchase the appropriate life insurance policies
  
• Ensured that their dream house at the beach would be kept in the family
  
• Provided Michael with a level of financial understanding for today, tomorrow and for a lifetime