SATURDAYs 8- 9Am
Jon Imber helps individuals take control of their financial future with straightforward counsel about retirement planning, tax and estate preparation, and investment strategies. He understands the challenges that seniors face during their retirement years and advise Michigan retirees (or residents who are planning to retire) on how to protect their assets in an effort to ensure that their money lasts. Jon helps individuals achieve their short-term financial goals today, while working toward their long-term goals for the future and has helped hundreds of families develop retirement plans that best fit their needs. This written plan, known as the Retirement Roadmap 360, integrates income planning, wealth management, tax-minimization strategies, long-term care and legacy and estate planning.