Call Us Call Us

Disclaimers

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only.
By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Investment advisory services offered through (RIA Name), a registered investment adviser.

This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

For additional information, please contact us (734) 769-1719.

*Guarantees provided by insurance products are based on the claims paying ability of the issuing company.

**Variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.

***Imber Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.


Contact Us Today!

(734) 769-1719

office@imbertax.com

955 W. Eisenhower Cir. Suite A
Ann Arbor, MI 48103


We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

CUSTOM FIT SOLUTIONS

PERSONAL SERVICES

comprehensive financial approach

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 'Your Retirement Income Planning Checklist' is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Investment Advisory Services are provided through: Capital Asset Advisory Services, LLC, an SEC-Registered Investment Advisor.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Imber Wealth at (734) 769-1719, or office@imberwealth.com.