WE HELP YOU IN THREE STEPS
HOW IT WORKS
Keep Most of What You Earn
Taxes can be a burden for many people. We'll show you the best tax plan that will work for you and your circumstances.Maximize Your Rate of Return
Growing your hard-earned income takes expertise and the willingness to reach your financial goals. Let's get it done.Let Your Money Work Hard For You
We have made it easy and time manageable for you to get that one-on-one quality service you deserve while being action oriented towards meeting your financial independence.Schedule For An Appointment
We value your time. By taking the IMS advantage it will only take 30 minutes of your time. We can meet you at your preference: day, time, and location.
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Our Solutions
Ready To Help You Succeed
IMS Advantage Tax & Financial Review
Understanding your current situation with your tax and finance helps you make good decisions to reach your financial security.
Tax-Free Retirement
Planning for your retirement can seem a far reach away but the earlier you start the sooner you can retire. We’ll show you how saving small can grow big over time when done right!
Annuities & Lifetime Income
Having guaranteed income for your life can sound impossible. Incorporating this into your financial goals can help you with retirement, emergencies, or other uses that can shield you from life's insecurities. Ask our financial professional for help.
Debt-Freedom Program
Debt is the number one reason people are having difficulties to achieve their financial freedom. We’ll show you how to compare good and bad debt. It will change your life and get you in motion for a debt-free world.
Income Tax Preparation
Paying for taxes with your hard-earned income should not be taken lightly. We do our best to prepare your tax refund up to 90% of your tax withholding, legally!
Financial Planning
Want to buy a house? Save for medical emergencies or your wedding? Short or long-term financial goals need to be done with commitment and the right investment approach. We can help you!
Living Trust
Protecting your assets is an important aspect of financial planning. Without having a living trust, companies, government, and people can get your assets in certain circumstances rather than the people you love and care for.
Small Business Tax & Development Consultation
Having your own business means you have many responsibilities. Make it easier for yourself and let us help you with the proper ways how taxes can benefit you and your company growth.
Tax Consultation
People walk on different paths but we all must pay taxes in some form or other. Getting tax advice for your situation is simply smart thinking.
Life & Non-Life Insurance
Over time life insurance have evolved to more than just an indemnity route. Many products today are designed to help with modern uses. Let us help you get your new policy today or update your existing policy.
College Planning
How do you prepare for the increasingly high cost of education? Planning for your child's education is a priority. Let us help you relieve some tension by allowing us to show you safe ways to save. Starting early is key toto pay of your education.
Real Estate Investments
Investing in real estate can be stressful. Let us help you with techniques that make heavy investing seem lighter. We’ll do the work while you get the proceeds.