Retire Ready. Retire Right.
SATURDAYs 8- 9Am
Jonathan Imber has been helping hundreds of families develop retirement plans that best fit their needs for nearly a decade. By going through his Retire Ready. Retire Right. process, Jon is able to help clients create a written plan that integrates income planning, wealth management, tax-minimization strategies, long-term care and legacy and estate planning.
“Our mission is to ensure that your current financial situation is in line with your goals, objectives and priorities,” Jon says. “We work to develop a comprehensive plan that provides comfort, clarity and control and achieve the best retirement possible.”
Jon is the President and owner of Imber Wealth Advisors, Inc. and Imber Financial Group, LLC. A fiduciary advisor, he has passed the Series 65 securities exam and holds his life insurance license in the State of Michigan. Jon resides just outside of Ann Arbor, MI with his wife, Jillian and their two children, Joslyn and Jackson. They enjoy spending quality time together – be it at home, on the golf course, or camping!