Broker Check

The Young Professional

Jennifer was just starting out in her career. While she had yet to accumulate a lot of wealth, she was on her way to making great money. She knew she needed to make smart decisions and plan effectively to realize her full potential.

IM Wealth Partners

  • Established short- and mid-term savings plans, a debt payoff plan, and a long-term planning strategy
  • Guided Jen through the process of identifying which student loans to consolidate and how best to do so to fix interest rates and provide a comfortable payment schedule
  • Locked in young and healthy rates for life insurance and disability insurance for extremely little out-of-pocket outlay
  • Helped Jen decide whether to purchase or lease an automobile
  • Determined how much she could afford to spend on a new home, and whether she should sell her current condo or rent it

Find Out How IM Wealth Can Help You

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