Corporate Brochure
You Bring the Vision We Bring the Plan 2021-2022
TABLE OF
CONTENTS 02
Our Company
03
Our Clients
04
Services & Process
05
Financial Planning
06
Investment Management
07
Our Founder
Our Company Imperial Wealth Planning is a progressive fee-only wealth planning firm. We firmly believe that the key to achieving one’s financial aspirations is through education, strategic planning, and persistent action.
Our Mission At Imperial Wealth Planning, our mission is to help clients create comprehensive wealth strategies for any stage of life.
02
Our Clients We serve as planners and accountability partners to the go-getters of the world – people who believe that wealth is a desired lifestyle that can be obtained by strategic planning and appropriate action. Our clients are individuals, business professionals, professional athletes, entertainers, and real estate investors. Does this sound like you?
03
Our Process
01 Get to know each other 02 Analyze your current situation 03 Set Goals and Expectations 04 Create and Implement Plan 05 Monitor Plan
04
Our Services Financial Planning Imperial Wealth Planning provides financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning.
Three Ways to Engage Project - Based Engagement This is a one-time service designed to provide a one-time comprehensive financial plan or to address a client’s most pressing financial questions.
Comprehensive Comprehensive Planning On-Going (On-Going)
This service involves working one-on-one with a planner over an extended period of time. This level of service is the most encompassing and covers your entire financial picture and provides the most value.
Hourly Engagement This service is for one off meetings without a commitment and are held when there is availability.
05
Our Services Investment Management Our firm provides continuous advice regarding the investment of the client’s funds based on the individual needs of the client. Goals and objectives will be established based on the client’s unique circumstances. We do not have a minimum AUM or net-worth requirement.
06
Our Founder My passion for helping people make smart financial choices stems from my own personal experiences. Growing up, I came from humble beginnings. My determination and desire to transform my life led me to finish college and work numerous jobs. However, I realized that this was not the ultimate fix to my financial problems. Without any real guidance, my efforts to improve my financial situation were based mostly on trial and error, resulting in several mistakes before getting it right.
I soon realized that I could only achieve financial freedom by investing and creating multiple streams of income. My personal struggles motivated me to become the success I am today. After working for several years for a major broker/dealer Edward Jones and managing millions in client assets, I developed a deeper understanding of investments and wealth management. Now, I want to share my insights and everything I have learned. My ultimate goal is to empower others to manage their money wisely, live the life they envision, and leave a legacy for future generations.
07
Schedule a Free Consultation Click Here
470.786.8629 www.imperialwp.com
© 2021 Imperial Wealth Planning LLC