Unbiased, Expert Advice Delivered in Plain English.
Our team has created and refined a process to help you (and us) make an informed
and educated decision about working together.
No cost or obligation to move forward.
Step 1: Schedule a Call
Getting to know you and your story is our Priority #1.
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By initially discussing your situation and needs over the phone or coffee, we’ll be able to see if our expertise is a match for your situation.
If we’re not the right fit, we’ll introduce you to another high-quality team that can better meet your needs.
Step 3: Our Analysis
Our team of experts uses our disciplined process to analyze your financial situation, answering the three most vital financial questions you should have:
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Am I on track to meet my financial goals (i.e. achieve Financial Independence)?
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Am I doing everything possible to reduce my taxes -- both for today and the rest of my life?
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Do I have a smart, low-cost, disciplined, and diversified investment portfolio in place?​
Step 2: Get Acquainted Meeting
Hearing your life story and your goals for the future.
Understanding what your current financial situation looks like.
Giving you a taste of what your financial future could look like and an understanding of what the The Wealth Group brings its clients.
Step 4: Let's Get Started
Once we’ve both decided our relationship is a good fit, our team will swiftly and seamlessly bring you onboard The Wealth Group
We won’t charge you a penny to have a discovery meeting (or two). At the very least, you’ll walk away with some free, expert advice for your personal financial situation.
We want to make your life
Better by:
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Reducing complexity
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Enabling you to take action
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Helping you make better trade-offs
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Increasing your confidence
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Saving you time
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Encouraging you
***The Imini Wealth Group, LLC is a registered investment advisor group. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
