Print Posted on 09/22/2017 in Financial Planning

Your Money and Your Life, A Unique Approach to Retirement Planning

Your Money and Your Life, A Unique Approach to Retirement Planning

"It's a privilege to come to work each day and work side by side with my dad, knowing the recomendations we put in front of our clients has such a profound impact on their well-being and the families they care for."

If you look beyond the numbers, what do you want from your retirement?

That’s what the experts of Imber Wealth Advisors, Inc. would like you to consider. Your financial planning goals are important— but so, too, are the goals you have for your life.

Imber Wealth Advisors Founder Jeffrey Imber, Ph.D., RFC understands that very well. As a practicing psychologist in the earlier part of his career, Jeffrey gained incredible insight into concerns caused or exacerbated by financial issues. He witnessed the stress, anxiety and interpersonal issues that financial insecurity and worries about retirement could engender. It was a significant problem—and Jeffrey wanted to be part of the solution.

His response was the creation of Imber Wealth Advisors. Now, together with his son Jonathan Imber, RFC, also a financial planner and Investment Adviser Representative, Jeffrey is dedicated to helping clients consider, plan and enjoy their retirements.

Using a client-centered approach, Jeffrey creates dynamic financial plans built upon personal goals, values, needs and resources. His goal for their clients is to help them achieve financial confidence, and support them in living a comfortable, stress free retirement. What’s more, he and Jonathan look beyond the investments to work holistically with other professionals, to help address tax and estate planning, family legacy, Medicare and long term care concerns to create a total wealth management approach.

“I grew up watching my dad build this company,” Jonathan says. “I saw the positive impact he had on peoples’ lives and I wanted to do the same. That was what inspired me to join the business.

“Our mission is to ensure that your current financial situation is in line with your goals, objectives, and priorities,” Jonathan adds. “Developing a comprehensive and cohesive plan designed to help you achieve your goals and objectives allows you to worry less about your money and more about your enjoying your life.”

“It’s a privilege to come to work each day and work side by side with my dad, knowing the recommendations we put in front of our clients has such a profound impact on their well-being and the families they care for.”

Imber Wealth Advisors adheres to an unusually high caliber of client service. When you consider the strong legacy of compassion within the Imber family, however, it’s no wonder their team is so dedicated to understanding their clients’ concerns and providing the financial products and services to best address them.


As Seen in Kiplinger's Personal Finance


Imber Wealth Advisors, Inc.

955 W. Eisenhower Circle, Suite A

Ann Arbor, MI 48103

(734) 769-1719 | imberwealth.com



Investment Advisory Services offered through Imber Financial Group LLC, a Registered Investment Advisory Firm with the State of Michigan and Capital Asset Advisory Services, LLC, an SEC-Registered Investment Advisor.
Insurance services are offered through Imber Wealth Advisors and independently appointed agents. Imber Financial Group and Imber Wealth Advisors are affi liated companies.

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